Novapoint Capital LLC

RIASEC Registered
Total AUM
$536M
Discretionary
$536M
100% of AUM
Avg account
$660K
Accounts
812
Employees
6
Advisory reps
4

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

FINTRX

Overview

Novapoint Capital LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves a mix of individual and family clients alongside institutional and business clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and reports primary emphasis on equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 27%, US Government Bonds 8%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 3%, State & Local Bonds 1%, Private Funds 1%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds27%
  • US Government Bonds8%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 77

Active vs passive

$184M in ETFs

Passive

71%

$130M

Active

6%

$53.6M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$18.6M207,27910.13%
Unlock additional holdings →

Location

Primary office

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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