Focus Point Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 155819
- Registered since
- January 11, 2011
- Website
- www.focuspointcap.com
- Custodians
- OPPENHEIMER & CO. INC., CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.82%
- Other Investment Advisers31.53%
- Corporations / Businesses2.58%
- Individuals1.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Focus Point Capital LLC is an independent, individually owned registered adviser that provides fee-based portfolio management primarily to individuals and families, with capability to manage portfolios for small businesses and other institutions. The firm charges either a percentage of assets under management or fixed fees and identifies itself as a capital allocator that sources external managers where appropriate. It is registered in California, Colorado, and New York. The firm does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Kevin Campbell
Senior VP of SalesCRD 4444403
Caleb Sevian
Managing MemberCRD 4600600
Kevin Malloy
Investment Advisor RepresentativeCRD 8344478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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