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- Custodian
- Axos · Charles Schwab & Company · Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- SummitZenith +more
- Established Date
- 01-11-2011
- Office Locations
- 2
Office Locations
About Focus Point Capital LLC
Focus Point Capital is a Boulder-based asset manager offering risk-managed asset allocation strategies for retail and institutional investors. Its proprietary model monitors liquidity, valuations, economic momentum, volatility and technicals to define risk regimes and dynamically adjust exposure, pairing core holdings with thematic satellites. The FPC Macro approach uses a “Risk Trigger,” has a 14-year track record, and is available on 7 platforms (including Oppenheimer).
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Platform
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Owner & Executives
CALEB SARKIS SEVIAN
Chief Compliance Officer, Managing Member
- CRD
- #4600600
- Ownership
- 75% or more
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Kevin William Campbell
--
- CRD
- #4444403
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,603,922 | $746,798 |
| Non-Discretionary | $0 | -- |
| Total | $95,603,922 | $746,798 |
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Separately Managed Accounts
Total SMA Asset: $95,603,922
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,552,264,572 | 67.9% |
| Cash | $2,152,101,513 | 32.1% |
| Total | $6,704,366,085 | 100.0% |