CRD: 111257
North Point Portfolio Managers Corporation
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Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between March 12, 2025 and March 10, 2026, reported AUM decreased 1.2%, from $782.8M to $773.3M.
Across 5 reported observations, AUM decreased 21.5% between June 21, 2022 and March 10, 2026, from $985.6M to $773.3M.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 6 advisory representatives and 276 clients, or 46 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 10, 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
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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%
Showing 2 of 3 owners & executives
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Lindsey Marie Cutright
Salesperson
- CRD
- #8105850
Jeffrey Lee Hertel
--
- CRD
- #8232499
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
SMA allocation detail is available
North Point Portfolio Managers Corporation has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
North Point Portfolio Managers Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.