CRD: 131816
TWO Point Capital Management, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-26-2013
- Office Locations
- 1
Office Locations
About TWO Point Capital Management, Inc.
Two Point Capital Management is a Pittsford, NY RIA serving individuals (including entrepreneurs) with financial planning and discretionary portfolio management. The firm uses a proprietary value-and-quality investment approach implemented primarily with ETFs, aiming to support long-term financial security for goals like retirement and philanthropy. Results are third-party audited and published annually; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN BRYAN MCGOWAN
Chief Executive Officer
- CRD
- #2618496
- Ownership
- 75% or more
PAUL WILLIAM SPINDLER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jennifer Michelle Kenney-Zimmerli
--
- CRD
- #8093383
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,511,226 | $1,430,927 |
| Non-Discretionary | $0 | -- |
| Total | $310,511,226 | $1,430,927 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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