CRD: 152520
Pointe Capital Management LLC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Optima north
- Established Date
- 01-19-2010
- Office Locations
- 1
Office Locations
About Pointe Capital Management LLC
Pointe Capital Management is a Michigan-based RIA serving retail and institutional clients with a team-based structure and support from industry partners. The firm delivers financial planning and portfolio construction for business owners and entrepreneurs, using asset allocation across ETFs, mutual funds, public equity and fixed income, and selectively incorporates alternative investments. Custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
JEFFREY CHARLES HUEBNER
Chief Executive Officer, Managing Member
- CRD
- #2894119
- Ownership
- 75% or more
Colin Thomas Darke
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES LAWRENCE CARROLL
Managing Director
- CRD
- #1107197
David McCormack
--
- CRD
- #6574977
Alpha vital
North alpha capital
- CRD
- #37443
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $452,264,000 | $1,002,803 |
| Non-Discretionary | $0 | -- |
| Total | $452,264,000 | $1,002,803 |
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Separately Managed Accounts
Total SMA Asset: $452,264,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $607,691,717 | 23.5% |
| Public Funds | $206,873,776 | 8.0% |
| Cash | $804,221,804 | 31.1% |
| U.S. Government/Agency | $729,230,060 | 28.2% |
| Municipal Bonds | $237,904,843 | 9.2% |
| Total | $2,585,922,200 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS HORIZON | VALUE PRIME | X3L79RLTZ | KFI | 10.97% | $98,471,194 |
| GLACIER WAVE | EMBER QUANTUM | A29AZTZX2 | SDCBK | 5.26% | $16,592,353 |
| PATHWAY PEAK | DELTA EMBER | 40PP00W8T | JYP | 2.09% | $77,978,348 |
| UNISON MATRIX | VITAL CATALYST | CDBR1CMDK | MLC | 7.48% | $98,795,126 |
| BRIDGE NORTH CAPITAL | NORTH VITAL | M5V16EZBH | IBVU | 12.45% | $99,158,029 |
| OPTIMA ELEMENT RADIAL | BRIDGE QUANTUM | D3Y3I419I | LIQP | 7.18% | $82,624,327 |
| HORIZON WAVE UNISON | VERTEX UNISON | CMTZZQ56X | ZFQC | 8.12% | $52,674,394 |
| PATHWAY MOMENTUM | LEGACY TIMBER | SYH1I1M2N | EKOJ | 4.35% | $29,016,055 |