Two Point Capital Management, Inc.

RIASEC Registered
Total AUM
$311M
Discretionary
$311M
100% of AUM
Avg account
$1.4M
Accounts
217
Employees
6
Advisory reps
3

Firm details

Headquarters
Pittsford, New York
CRD number
131816
Registered since
September 30, 2013
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI95.51%
  • Individuals4.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Two Point Capital Management, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2013. The firm serves individual and family clients on a fee-for-service basis, charging a percentage of assets under management for financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Two Point positions itself as an equity-oriented manager while offering planning and discretionary portfolio oversight rather than acting as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not presented as a multistate or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 80%, Cash & Cash Equivalents 11%, US Government Bonds 8%, State & Local Bonds 1%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents11%
  • US Government Bonds8%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • John Mcgowan

    John Mcgowan

    CEO & FounderCRD 2618496

  • Paul Spindler

    Paul Spindler

    Chief Compliance OfficerCRD 2903142

Contacts

1 of 1
  • Jennifer Kenney-Zimmerli

    Jennifer Kenney-Zimmerli

    Director of Client ServiceCRD 8093383

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$5.5M in ETFs

Passive

100%

$5.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$5.5M7,256100.00%

Location

Primary office

Pittsford, NY

Monroe

Location

Pittsford, NY

Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
4 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth