Four Points Capital LLC
RIAState Registered
Total AUM
$29.5M
Discretionary
$29.5M
100% of AUM
Avg account
$1.2M
Accounts
25
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328593
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.91%
- Individuals7.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Four Points Capital LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises individuals, families and small businesses on discretionary portfolio management and charges clients on a percentage-of-assets-under-management basis. It is not set up as a capital allocator, does not identify as an active ESG investor, and is not presented as a multi-state or pension consulting adviser in the provided data.
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
- Exchange Traded Equities80%
- Public Funds/Mutual Funds17%
- Non-Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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