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| Novapoint Capital LLC
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|---|---|
| CRD # | 173663 |
| SEC # | 801-116881 |
| CIK # | 0001815025 |
| AUM | 536.2 M (2026-03-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-445-7885 |
| Address | 1175 Peachtree St NE Atlanta, GA 30361 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.1 | ||
| Nvidia Corp | 13.3 | ||
| Corning Inc /NY | 12.0 | ||
| Home Depot Inc | 11.5 | ||
| Microsoft Corp | 11.4 | ||
| Wal Mart Stores Inc | 10.5 | ||
| Goldman Sachs Group Inc | 10.0 | ||
| Broadcom Inc | 9.3 | ||
| Amphenol Corp /DE/ | 8.2 | ||
| Cummins Inc | 7.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 58.8 |
| (b) Individuals (high net worth individuals) | 63 | 217.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 259.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 812 | 536.2 |
| By Discretionary | ||
| Discretionary | 812 | 536.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 812 | 536.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.2 | |
| United States Persons | 522.0 | |
| Total | 812 | 536.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001815025] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Weaver Capital Management LLC
✚
|
GA | 537.8 M |
|
Rareview Capital LLC
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NV | 537.5 M |
|
Redmond Asset Management LLC
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|
Hinds Financial Group Inc
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CO | 536.9 M |
|
JGHendricks Financial Services LLC
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IL | 536.1 M |
|
Litvak Wealth LLC
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CT | 536.1 M |
|
Triagen Wealth Management LLC
✚
|
CA | 535.2 M |
|
Peak Financial Management Inc
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|
MA | 534.4 M |
|
Mezzasalma Advisors LLC
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|
NJ | 534.4 M |
|
USA Financial Formulas LLC
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|
MI | 534.4 M |