$253.4M Total AUM
$253.4M Disc. AUM
10.1% 3Y CAGR
4 Employees
152 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime horizonCrest atlas +more
- Established Date
- 03-30-1998
- Office Locations
- 1
Office Locations
1 Huntington Quadrangle Suite 1s01 Melville NY
About Clear Point Advisors, Inc.
Clear Point Advisors is a fee-only, fiduciary RIA in Melville, NY serving investors including business owners and entrepreneurs. The firm’s Global Plus program uses diversified asset-allocation portfolios built with no-load mutual funds, ETFs, and select individual securities to manage volatility and pursue long-term goals. Client portfolios are custodied at Charles Schwab.
Team overview
70 AVG AGE
$63.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
7.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
28yrs Firm Age
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Asset Classes
Meridian Prime Delta Foundation vector Vector
Client Personas
Signal Wave
CRM
Signal Focus vertex
Custodian
Alpha Capital momentum Vital
Investment Themes
Signal signal North
Investment Vehicles
Timber Bridge north
Platform
Ridge
Services
Fusion wave Delta Signal Vector alpha Summit Matrix Zenith Timber Beacon wave
Technology
Quantum Summit ridge Vertex Harbor vector Vital Fusion
Owner & Executives
S
STEVEN CHARLES BRILL
Advisor, Chief Compliance Officer, President
- CRD
- #872514
- Ownership
- 75% or more
(975) 502-8610
vital.frontier@zenithcapital.com
in linkedin.com/in/timber-bridge
B
BARRY EVAN DAMPF
MANAGING DIRECTOR, Owner
- CRD
- #1172107
- Ownership
- Less than 5%
(720) 455-8490
focus.value@pathwaycapital.com
in linkedin.com/in/eagle-optima
V
Vital focus
Oak unison
- CRD
- #53421
- Ownership
- 35.5%
(254) 775-7845
frontier.eagle@legacycapital.com
in linkedin.com/in/ember-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,408,647 | $606,241 |
| Non-Discretionary | $0 | -- |
| Total | $253,408,647 | $606,241 |
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Separately Managed Accounts
Total SMA Asset: $253,408,647
Public Funds:
33.7% Equity - Exchange:
12.4% U.S. Government/Agency:
20.3% Cash:
7.6% Municipal Bonds:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,539,399,746 | 33.7% |
| Equity - Exchange | $566,426,019 | 12.4% |
| U.S. Government/Agency | $927,294,209 | 20.3% |
| Cash | $347,164,334 | 7.6% |
| Municipal Bonds | $1,187,667,460 | 26.0% |
| Total | $4,567,951,768 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA MATRIX | OPTIMA FOUNDATION | 95XCA0OI3 | GTKL | 6.12% | $54,846,843 |
| ELEMENT CATALYST | FRONTIER QUANTUM | UW159ANCD | MXRD | 8.12% | $69,082,107 |
| FOCUS SIGNAL MERIDIAN | RIDGE TIMBER | 16MWBHQAW | AFO | 6.14% | $92,297,787 |
| ELEMENT OPTIMA PRIME | INSIGHT VALUE | 4XIKPDKHN | WZMQ | 1.69% | $13,367,976 |
| VECTOR RADIAL | FOUNDATION SUMMIT | Q4OMX69WW | VHDNN | 7.53% | $44,240,674 |
| CREST OPTIMA | CAPITAL BEACON | 4I9HAJ6GF | HTJOF | 9.84% | $76,866,360 |
| OAK BRIDGE VECTOR | SUMMIT TIMBER | WHE2UBZK5 | ZUSGX | 9.13% | $62,228,575 |
| MERIDIAN LEGACY | LEGACY FUSION | 6UELH24HX | JYCFR | 6.28% | $105,960,853 |