Frederick
Wright

Novapoint Capital LLC

CRD#2149113
Investment Advisor
in Atlanta, GA

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About this Advisor

Frederick Wright is a chartered financial analyst who works in Atlanta, Georgia with a total of 4 years of industry experience. Wright is currently employed by Novapoint Capital LLC. Over the course of their career, they have held roles at Smith & Howard Wealth Management, Novapoint Capital LLC and Brightworth, LLC. Wright maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia and Texas. Novapoint Capital LLC is an advisory business headquartered in Atlanta, GA. It has $331 million in assets under management across its 757 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 757 customer accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually are based on which service is offered. However, fee types billed by Novapoint Capital LLC likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1175 Peachtree St Ne Suite 1825
Atlanta, GA 30361

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Novapoint Capital LLC Brokerage Details

Total Assets Under Management

$331,378,055

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

757

GA Average: 1,608
Average Account Size

$437,752

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Frederick Wright Work History

Frederick has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Novapoint Capital LLC

2017 - 2019 (2 years)

Brightworth, LLC

2016 - 2016 (< 1 year)

Brightworth, LLC

1999 - 2016 (17 years)

Smith & Howard Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Frederick Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Novapoint Capital LLC

Joseph Sroka
Atlanta, GA
John Duncan
Atlanta, GA
Timothy Benbow
Atlanta, GA
Alan Conner
Atlanta, GA
Frederick Wright
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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