# Viewpoint Capital Management

> 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.

- CRD: 158899
- Filed as: VIEWPOINT CAPITAL MANAGEMENT
- Legal name: Viewpoint Capital Management, LLC
- Also doing business as: VIEWPOINT CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158899
- AdvisorCensus page: https://advisorcensus.com/firm/viewpoint-capital-management-seattle-wa-158899

## Quick answers

**How is Viewpoint Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Viewpoint Capital Management reports these compensation arrangements: a percentage of assets under its management.

**What does Viewpoint Capital Management's brochure say about its fees?**
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.

**Where is Viewpoint Capital Management located?**
Viewpoint Capital Management's principal office is in Seattle, WA, according to its Form ADV.

**Is Viewpoint Capital Management registered with the SEC or a state?**
Viewpoint Capital Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 158899.

**How much does Viewpoint Capital Management manage?**
Viewpoint Capital Management reports $267,799,000 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (83% discretionary).

**How have Viewpoint Capital Management's assets and staff changed since 2021?**
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.

**What types of clients does Viewpoint Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (54).

**Which custodians does Viewpoint Capital Management use?**
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.

**Does Viewpoint Capital Management 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/158899

**Does Viewpoint Capital Management state an account minimum?**
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."

**What changed in Viewpoint Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $227,994,000 to $267,799,000 (+17%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 21, 2026)

- 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

> 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% $1,000,001 - $5,000,000 0.85% $5,000,001 + 0.70%

- Account minimum: None

> We do not impose minimum requirements for opening or maintaining an account and we do not impose a minimum account size.

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: $267,799,000
- Discretionary: $222,968,000
- Non-discretionary: $44,831,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $14,645,000 |
| High net worth individuals | 54 | $253,154,000 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- viewpointcapitalllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,291,000 | 1 | June 24, 2021 |
| October 2022 | $168,889,000 | 1 | March 24, 2022 |
| October 2023 | $135,736,000 | 1 | March 27, 2023 |
| October 2024 | $177,584,218 | 1 | March 26, 2024 |
| October 2025 | $227,994,000 | 1 | February 21, 2025 |
| October 2026 | $267,799,000 | 1 | March 21, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $227,994,000 to $267,799,000 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Viewpoint Capital Management (CRD 158899): Form ADV filing data as of October 2026.