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- Custodian
- Betterment · Charles Schwab & Company · Comerica Bank · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vector atlasVertex matrix +more
- Established Date
- 06-01-2015
- Office Locations
- 2
Office Locations
About Novapoint Capital LLC
Atlanta-based NovaPoint Capital (founded 2015) is an investment management and advisory firm serving high-net-worth individuals, family offices, and institutions including corporations, pensions, endowments, and foundations. The firm builds risk-tolerance-informed portfolios and provides sub-advisory services to other investment advisers, led by seasoned professionals including CFA charterholders and a CIO with CFA/CMT.
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Owner & Executives
ALAN JOHN CONNER
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #1989011
- Ownership
- Less than 5%
JOSEPH MICHAEL SROKA
PRINCIPAL
- CRD
- #2281069
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Meghan Elizabeth Hoover
Investment Associate
- CRD
- #8121575
FREDERICK STARR WRIGHT IV
Wealth Advisor
- CRD
- #2149113
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $536,175,160 | $660,314 |
| Non-Discretionary | $0 | -- |
| Total | $536,175,160 | $660,314 |
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Separately Managed Accounts
Total SMA Asset: $536,175,160
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $374,169,650 | 7.7% |
| Public Funds | $850,385,569 | 17.5% |
| U.S. Government/Agency | $1,214,836,527 | 25.0% |
| Cash | $1,200,258,488 | 24.7% |
| Municipal Bonds | $1,219,695,873 | 25.1% |
| Total | $4,859,346,107 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE WAVE | HARBOR CAPITAL | PA2QIJYKZ | DLCI | 11.94% | $68,210,198 |
| FUSION PRIME MOMENTUM | OAK FRONTIER | E7JDOTL58 | DMCA | 1.84% | $80,824,328 |
| TIMBER INSIGHT | ALPHA FUSION | SX0V4E1K1 | JLFA | 2.44% | $65,599,468 |
| CREST HORIZON | OPTIMA SUMMIT | MHITDJGTF | WFZZ | 8.12% | $42,710,808 |
| CATALYST OAK | FUSION PIONEER | Z9WU6S10F | IFWGO | 5.74% | $110,174,707 |
| QUANTUM FRONTIER FOUNDATION | GLACIER DELTA | HJHWE50UM | QZR | 10.86% | $109,069,005 |
| VALUE PATHWAY INSIGHT | BRIDGE NORTH | W0793V91F | XXLM | 6.82% | $118,731,602 |
| FRONTIER GLACIER | SIGNAL MOMENTUM | VAH3JPG7O | TFPJN | 8.58% | $106,638,173 |