CRD: 111257
North Point Portfolio Managers Corporation
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-1999
- Office Locations
- 1
Office Locations
About North Point Portfolio Managers Corporation
North Point Portfolio Managers is a fee-only, SEC-registered RIA serving the Cleveland/Orange, Ohio area since 1999. The firm provides personalized investment management and financial advisory/wealth planning for families, partnering with a limited number of clients and operating under a fiduciary standard. Portfolios emphasize ETF-based asset allocation with a fixed-income sleeve, supported by quarterly review meetings and clear performance reporting.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DANIEL JOSEPH DREILING
EXECUTIVE VICE PRESIDENT, Portfolio Manager, TREASURER
- CRD
- #4163536
- Ownership
- 25% but less than 50%
David M Mrosko
EXECUTIVE VICE PRESIDENT, Investment Advisor
- CRD
- #7546606
- Ownership
- 25% but less than 50%
Legacy vector
Crest element
- CRD
- #60638
- Ownership
- 29.8%
Showing 2 of 3 owners & executives
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Lindsey Marie Cutright
Salesperson
- CRD
- #8105850
Jeffrey Lee Hertel
--
- CRD
- #8232499
Delta beacon
Catalyst matrix fusion
- CRD
- #29542
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $768,828,514 | $2,837,006 |
| Non-Discretionary | $4,494,937 | $898,987 |
| Total | $773,323,451 | $2,801,897 |
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Separately Managed Accounts
Total SMA Asset: $773,323,451
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,039,289,239 | 13.6% |
| Corporate - Investment Grade | $1,398,455,373 | 18.3% |
| Cash | $473,793,624 | 6.2% |
| Corporate - Non-Investment Grade | $733,615,933 | 9.6% |
| Public Funds | $1,612,426,687 | 21.1% |
| Municipal Bonds | $779,466,929 | 10.2% |
| U.S. Government/Agency | $1,604,784,853 | 21.0% |
| Total | $7,641,832,638 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL PATHWAY | MERIDIAN MERIDIAN | 4EK0FTJMN | ISE | 3.19% | $24,213,373 |
| TIMBER ATLAS | ALPHA FOCUS | CTVSG21PD | URA | 12.59% | $109,344,789 |
| FRONTIER VERTEX | QUANTUM WAVE | 7X9VRIKD8 | TTD | 6.53% | $53,757,921 |
| QUANTUM LEGACY UNISON | EMBER ELEMENT | YM1JQNA3F | OJPHS | 4.08% | $117,304,497 |
| ALPHA BRIDGE | VITAL BRIDGE | SIYAO8F7G | TAZ | 4.94% | $50,092,709 |
| QUANTUM SUMMIT ELEMENT | HARBOR MERIDIAN | 0Q1T6NH1O | TLGX | 0.60% | $46,802,129 |
| HARBOR CREST | FRONTIER SIGNAL | GY6DOQ2LN | VCA | 11.99% | $17,851,905 |
| ATLAS PIONEER QUANTUM | UNISON TIMBER | 62IF3B3HQ | LYKE | 6.01% | $22,146,319 |