Stonepoint Capital, LLC
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Overview
Stonepoint Capital, LLC is an advisory company based in Nashville, Tennessee. The company manages $154.9 million in total assets over 22 customer accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The firm has a small team, including 1 financial advisor. Stonepoint Capital, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as stocks, options and bonds.
Stonepoint Capital, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without needing the customer's authorization. Stonepoint Capital, LLC supervises roughly $7.0 million for each customer account. The average financial advisor at Stonepoint Capital, LLC oversees around 22 client accounts, making it one of the more individualized firms in the country.
The firm's headquarters is at 4015 Hillsboro Pike, Nashville, Tennessee 37215. Stonepoint Capital, LLC is legally allowed to serve clients across 2 states, including Alabama and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stonepoint Capital, LLC by the Numbers
$154.9 million
1
22
$7.0 million
Products and Services
Stonepoint Capital, LLC offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. In the prior financial year, the company provided 11-25 of its accounts with financial planning services. Stonepoint Capital, LLC does sell products or offer services apart from investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Stonepoint Capital, LLC most likely include the following fee structures: asset-based, hourly, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to high net worth investors, investment companies and pooled investment vehicles. Out of its 22 clients, Stonepoint Capital, LLC's largest client by number of accounts is high net worth investors, but it also serves 18 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 90%
- Other Individuals - 0%
- Corporations - 10%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stonepoint Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Stonepoint Capital, LLC
Nashville, TN
Nashville, TN
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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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