Overview
Assets Under Management: $155 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 18
Average Client Assets: $3.8 million
Frequently Asked Questions
STONEPOINT CAPITAL, LLC 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 #174838), STONEPOINT CAPITAL, LLC is subject to fiduciary duty under federal law.
STONEPOINT CAPITAL, LLC is headquartered in NASHVILLE, TN.
STONEPOINT CAPITAL, LLC serves 18 high-net-worth clients according to their SEC filing dated June 27, 2023. View client details ↓
According to their SEC Form ADV, STONEPOINT CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
STONEPOINT CAPITAL, LLC manages $155 million in client assets according to their SEC filing dated June 27, 2023.
According to their SEC Form ADV, STONEPOINT CAPITAL, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.60%
Average Client Assets: $3.8 million
Total Client Accounts: 22
Discretionary Accounts: 22
Regulatory Filings
CRD Number: 174838
Filing ID: 1771630
Last Filing Date: 2023-06-27 07:12:00