# North Point Portfolio Managers Corporation

> North Point Portfolio Managers Corporation is an SEC-registered investment advisory firm in Orange Village, OH, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 111257
- Filed as: NORTH POINT PORTFOLIO MANAGERS CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orange Village, OH
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111257
- AdvisorCensus page: https://advisorcensus.com/firm/north-point-portfolio-managers-corporation-orange-village-oh-111257

## Quick answers

**How is North Point Portfolio Managers Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), North Point Portfolio Managers Corporation reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is North Point Portfolio Managers Corporation located?**
North Point Portfolio Managers Corporation's principal office is in Orange Village, OH, according to its Form ADV.

**Is North Point Portfolio Managers Corporation registered with the SEC or a state?**
North Point Portfolio Managers Corporation is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 111257.

**How much does North Point Portfolio Managers Corporation manage?**
North Point Portfolio Managers Corporation reports $773,323,451 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (99% discretionary).

**How have North Point Portfolio Managers Corporation's assets and staff changed since 2021?**
In the Form ADV data for North Point Portfolio Managers Corporation: Regulatory assets under management: $870,430,405 in the October 2021 data and $773,323,451 in the October 2026 data, down 11%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does North Point Portfolio Managers Corporation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (158); individuals (other than high net worth individuals) (108); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does North Point Portfolio Managers Corporation use?**
North Point Portfolio Managers Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does North Point Portfolio Managers Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111257

**What changed in North Point Portfolio Managers Corporation's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $773,323,451
- Discretionary: $768,828,514
- Non-discretionary: $4,494,937

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $55,781,632 |
| High net worth individuals | 158 | $679,749,643 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $35,793,649 |
| Charitable organizations | 3 | $1,998,527 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, LA, NC, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [nppmcorp.com](https://nppmcorp.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $870,430,405 | 5 | March 11, 2021 |
| October 2022 | $985,611,161 | 6 | June 21, 2022 |
| October 2023 | $785,415,372 | 5 | June 26, 2023 |
| October 2024 | $723,017,496 | 5 | May 7, 2024 |
| October 2025 | $782,800,493 | 5 | March 12, 2025 |
| October 2026 | $773,323,451 | 7 | March 10, 2026 |

Regulatory assets under management: $870,430,405 in the October 2021 data and $773,323,451 in the October 2026 data, down 11%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North Point Portfolio Managers Corporation (CRD 111257): Form ADV filing data as of October 2026.