Overview
Assets Under Management: $513 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 131
Average Client Assets: $3.1 million
Frequently Asked Questions
DEW POINT CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305010), DEW POINT CAPITAL is subject to fiduciary duty under federal law.
DEW POINT CAPITAL is headquartered in LOS ANGELES, CA.
DEW POINT CAPITAL serves 131 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, DEW POINT CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DEW POINT CAPITAL manages $513 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, DEW POINT CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.26%
Average Client Assets: $3.1 million
Total Client Accounts: 1,036
Discretionary Accounts: 1,032
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 305010
Filing ID: 2035769
Last Filing Date: 2026-03-27 16:57:48