# Novapoint Capital LLC

> Novapoint Capital LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 173663
- Filed as: NOVAPOINT CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173663
- AdvisorCensus page: https://advisorcensus.com/firm/novapoint-capital-llc-atlanta-ga-173663

## Quick answers

**How is Novapoint Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Novapoint Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Novapoint Capital LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Novapoint Capital LLC located?**
Novapoint Capital LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Novapoint Capital LLC registered with the SEC or a state?**
Novapoint Capital LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 173663.

**How much does Novapoint Capital LLC manage?**
Novapoint Capital LLC reports $536,175,160 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Novapoint Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Novapoint Capital LLC: Regulatory assets under management: $262,791,704 in the October 2021 data and $536,175,160 in the October 2026 data, up 104%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Novapoint Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (63); other investment advisers (4).

**Which custodians does Novapoint Capital LLC use?**
Novapoint Capital LLC'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 Novapoint Capital LLC 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/173663

**Does Novapoint Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "For an equity-only or balanced account, NovaPoint has a minimum requirement of $250,000 for accepting a new client; this requirement could be spread over more than one account."

**What changed in Novapoint Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $437,278,227 to $536,175,160 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 1% of assets a year

> The annual fee for investment management services is 1% of assets under management. Fees are calculated on an average daily value and billed monthly in arrears.

- Account minimum: $250,000

> For an equity-only or balanced account, NovaPoint has a minimum requirement of $250,000 for accepting a new client; this requirement could be spread over more than one account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $536,175,160
- Discretionary: $536,175,160
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $58,761,258 |
| High net worth individuals | 63 | $217,303,411 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $169,183 |
| Charitable organizations | 1 | $101,620 |
| Other investment advisers | 4 | $259,385,737 |
| Corporations or other businesses not listed above | 2 | $453,951 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- novapointcapital.com
- Facebook @novapointcapital
- LinkedIn @novapoint-capital-llc
- X @novapointcap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $262,791,704 | 4 | July 29, 2021 |
| October 2022 | $351,851,000 | 6 | February 1, 2022 |
| October 2023 | $331,378,055 | 6 | February 16, 2023 |
| October 2024 | $384,065,874 | 6 | August 13, 2024 |
| October 2025 | $437,278,227 | 6 | June 23, 2025 |
| October 2026 | $536,175,160 | 6 | March 27, 2026 |

Regulatory assets under management: $262,791,704 in the October 2021 data and $536,175,160 in the October 2026 data, up 104%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $437,278,227 to $536,175,160 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Novapoint Capital LLC (CRD 173663): Form ADV filing data as of October 2026.