Edgepoint Capital Advisors LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
Beachwood, Ohio
CRD number
143695
Registered since
October 8, 2007

Firm profile

FINTRX

Overview

Edgepoint Capital Advisors LLC is organized as a limited liability company and was first registered with the SEC in 2007. The firm is classified in the snapshot as an investment bank and is owned by a combination of a domestic entity and an individual. The profile indicates the firm is not a capital allocator and is not active on ESG matters; it is also not designated as a multi-state adviser, not newly formed, and not a pension consultant. The supplied profile contains only basic structural details and does not include a breakdown of client segments, fee schedules, or specific advisory services. That limits visibility into the firm’s target clientele or how it positions its advisory or investment capabilities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 25
  • Ryan Horstman

    Ryan Horstman

    Investment Banking AnalystCRD 8287912

  • Audley Mackel

    Audley Mackel

    Registered RepresentativeCRD 6879712

  • Paul Schneir

    Registered RepresentativeCRD 1960399

Unlock 22 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Beachwood, OH

Cuyahoga

Location

Beachwood, OH

Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
3201 Enterprise Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth