Four Points Advisors, LLC

Overview

Four Points Advisors, LLC is an SEC-registered independent wealth advisory firm (SEC registration year 2020) organized as an LLC that provides financial planning and portfolio management services for individuals and small businesses. The firm bills primarily as a percentage of assets under management and serves a clientele described as individual and family investors. Its regulatory and business footprint includes roles beyond pure advising—relationships with broker-dealers and insurance companies and involvement as a sponsor, general partner or managing member of pooled investment vehicles—which suggests the firm can both distribute third-party products and sponsor pooled structures for clients. Four Points reports it is not an active ESG investor and focuses on traditional advisory work rather than pension consulting or family-office-only services. The firm’s ownership profile indicates domestic and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices