Novapoint Capital LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 173663
- Registered since
- July 1, 2019
- Website
- novapointcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers48.38%
- HNWI40.53%
- Individuals10.96%
- Corporations / Businesses0.08%
- Pension & Profit Sharing Plans0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Novapoint Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm provides financial planning and portfolio management services to individuals, families and institutional clients, including portfolio management for small businesses and for businesses or institutions. Its fee arrangements are flexible, combining a percentage-of-AUM billing with hourly and fixed-fee engagements. Novapoint does not present itself as an active ESG investor.
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 Equities54%
- Public Funds/Mutual Funds27%
- US Government Bonds8%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1
Joseph Sroka
Chief Investment OfficerCRD 2281069
Contacts
3 of 3
Frederick Wright
Managing DirectorCRD 2149113
Meghan Hoover
Investment AssociateCRD 8121575
Alan Conner
PresidentCRD 1989011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$182M in ETFs
72%
$131M
6%
$51.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $17.9M | 204,030 | 9.86% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1175 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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