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NOVAPOINT CAPITAL LLC
CRD 173663 · SEC 801-116881
1175 PEACHTREE ST NE, SUITE 1825, ATLANTA, GA, 30361, United States
Phone
(404) 445-7885
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$536.2M
Discretionary AUM
$536.2M
Team
6 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $58.8M |
| High net worth individuals | 63 | $217.3M |
| Pension/profit sharing plans | 1 | $169K |
| Charitable organizations | 1 | $102K |
| Other investment advisers | 4 | $259.4M |
| Corporations/business entities | 2 | $454K |
States served
CA, GA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD