{
  "crd_number": 158899,
  "slug": "viewpoint-capital-management-seattle-wa-158899",
  "primary_business_name": "VIEWPOINT CAPITAL MANAGEMENT",
  "legal_name": "VIEWPOINT CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "VIEWPOINT CAPITAL"
  ],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-11-22",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-21",
  "carried_forward": false,
  "raum_total": 267799000.0,
  "raum_discretionary": 222968000.0,
  "raum_non_discretionary": 44831000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 14645000.0,
      "count": 71
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 253154000.0,
      "count": 54
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ID",
    "WA"
  ],
  "websites": [
    "https://viewpointcapitalllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158899",
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/viewpoint-capital-management-seattle-wa-158899",
  "display_name": "Viewpoint Capital Management",
  "summary": "Viewpoint Capital Management is an SEC-registered investment advisory firm in Seattle, WA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.",
  "citation": "AdvisorCensus. Viewpoint Capital Management (CRD 158899): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Viewpoint Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Viewpoint Capital Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Viewpoint Capital Management's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 21, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $5,000,000: 0.85% a year; Above $5,000,001: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Viewpoint Capital Management located?",
      "a": "Viewpoint Capital Management's principal office is in Seattle, WA, according to its Form ADV."
    },
    {
      "q": "Is Viewpoint Capital Management registered with the SEC or a state?",
      "a": "Viewpoint Capital Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 158899."
    },
    {
      "q": "How much does Viewpoint Capital Management manage?",
      "a": "Viewpoint Capital Management reports $267,799,000 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (83% discretionary)."
    },
    {
      "q": "How have Viewpoint Capital Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Viewpoint Capital Management: Regulatory assets under management: $125,291,000 in the October 2021 data and $267,799,000 in the October 2026 data, up 114%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Viewpoint Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (54)."
    },
    {
      "q": "Which custodians does Viewpoint Capital Management use?",
      "a": "Viewpoint Capital Management'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."
    },
    {
      "q": "Does Viewpoint Capital Management report any disciplinary disclosures?",
      "a": "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/158899"
    },
    {
      "q": "Does Viewpoint Capital Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 21, 2026 says: \"We do not impose minimum requirements for opening or maintaining an account and we do not impose a minimum account size.\""
    },
    {
      "q": "What changed in Viewpoint Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $227,994,000 to $267,799,000 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 125291000.0,
      "total_employees": 1,
      "filing_date": "2021-06-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 168889000.0,
      "total_employees": 1,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 135736000.0,
      "total_employees": 1,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 177584218.0,
      "total_employees": 1,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 227994000.0,
      "total_employees": 1,
      "filing_date": "2025-02-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 267799000.0,
      "total_employees": 1,
      "filing_date": "2026-03-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $227,994,000 to $267,799,000 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 21, 2026",
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,001 to $5,000,000",
        "rate": "0.85%"
      },
      {
        "band": "Above $5,000,001",
        "rate": "0.7%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1% a year",
          "$1,000,001 to $5,000,000: 0.85% a year",
          "Above $5,000,001: 0.7% a year"
        ],
        "quotes": [
          "Viewpoint charges annual fees based on a percentage of client assets under management. The table below is the standard fee schedule. Fees are billed quarterly on the inception value of the account",
          "$0 - $1,000,000 1.00%\n$1,000,001 - $5,000,000 0.85%\n$5,000,001 + 0.70%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not impose minimum requirements for opening or maintaining an account and we do not impose a minimum account size."
        ]
      }
    ],
    "quotes": [
      "Viewpoint charges annual fees based on a percentage of client assets under management. The table below is the standard fee schedule. Fees are billed quarterly on the inception value of the account",
      "$0 - $1,000,000 1.00%\n$1,000,001 - $5,000,000 0.85%\n$5,000,001 + 0.70%",
      "We do not impose minimum requirements for opening or maintaining an account and we do not impose a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/viewpoint-capital-management-seattle-wa-158899.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 71,
      "fewer_than_5": false,
      "raum": 14645000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 54,
      "fewer_than_5": false,
      "raum": 253154000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158899",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}