F
CRD: 315208
Finial Point Capital Management LLC
Mission Hills, KS
9137355091
$15.2M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-11-2021
- Office Locations
- 1
Office Locations
-- Mission Hills KS
About Finial Point Capital Management LLC
Finial Point Capital Management LLC is a Mission Hills-based RIA. The firm has been operating for 4 years. Managing $15.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
See the complete signal summary connected to momentum catalyst.
Unlock to compare peer behavior around wave harbor.
Open the full profile to inspect shifts in radial delta.
Premium access reveals conviction themes in beacon ridge frontier.
Request access to benchmark trends tied to alpha meridian.
Open the full profile to inspect shifts in glacier alpha.
Request access to benchmark trends tied to timber capital.
Open the full profile to inspect shifts in fusion value.
Asset Classes
Momentum meridian Fusion ember
Client Personas
Frontier
Investment Themes
Harbor
Investment Vehicles
Insight zenith
Services
Atlas Eagle fusion
Owner & Executives
E
E ALEXANDER HANCOCK
Managing Member
- CRD
- #2885766
- Ownership
- 75% or more
(988) 829-9928
atlas.element@unisoncapital.com
in linkedin.com/in/frontier-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,162,684 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,162,684 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,162,684
Equity - Exchange:
69.0% Cash:
31.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $635,419,756 | 69.0% |
| Cash | $285,478,441 | 31.0% |
| Total | $920,898,197 | 100.0% |