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- Custodian
- Axos · Charles Schwab & Company · Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between April 15, 2019 and September 17, 2020, reported AUM decreased 48.6%, from $26.1M to $13.4M.
Across 5 reported observations, AUM decreased 88.3% between May 6, 2016 and September 17, 2020, from $114.8M to $13.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 57 clients, or 28.5 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Focus Point Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CALEB SARKIS SEVIAN
Chief Compliance Officer, Managing Member
- CRD
- #4600600
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kevin William Campbell
--
- CRD
- #4444403
Showing 1 of 2 contacts
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
SMA allocation detail is available
Focus Point Capital LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.