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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-07-2011
- Office Locations
- 1
Office Locations
About Viewpoint Capital Management
Viewpoint Capital Management is a Seattle-based RIA providing portfolio management and planning support (tax, estate, insurance, charitable giving) for individuals and business owners/entrepreneurs. The firm emphasizes aligning investment decisions with each client’s goals and values and applies a viewpoint-driven approach to asset allocation and risk management. Client portfolios are primarily ETF-based, with custody relationships including Schwab and Merrill.
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Client Personas
Custodian
Investment Themes
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Services
Owner & Executives
RYAN P SAWYER
Advisor, Chief Compliance Officer, Manager
- CRD
- #4800233
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,968,000 | $895,454 |
| Non-Discretionary | $44,831,000 | $2,134,810 |
| Total | $267,799,000 | $991,848 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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