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DEW POINT CAPITAL

DEW POINT CAPITAL, INC.

CRD 305010 · SEC 801-122323

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7080 HOLLYWOOD BLVD., 7TH FLOOR, LOS ANGELES, CA, 90028, United States

Phone

410-258-2174

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$513.2M

Discretionary AUM

$512.0M

Team

2 total employees; 2 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals378$57.0M
High net worth individuals131$406.8M
Pension/profit sharing plans109$47.9M

States served

CA, MD, NY, OR, PA, TN, VA, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD