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Data / Investment advisers / Georgia / Novapoint Capital LLC

Novapoint Capital LLC, Atlanta, GA: $536 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Novapoint Capital LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $536 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include other investment advisers, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.

The request: Watch Novapoint Capital LLC (CRD number 173663): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
173663
SEC file number
801-116881
SEC status
Approved, effective July 1, 2019
Main office
1175 Peachtree St Ne Suite 1825, Atlanta, GA 30361
Phone
(404) 445-7885
Regulatory AUM
$536,175,160 in the Form ADV filed March 27, 2026
Discretionary AUM
$536,175,160
Accounts
812
Employees
6, of which 6 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 27, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Other investment advisers4$259.4 million
High net worth individuals63$217.3 million
Individuals (other than high net worth individuals)147$58.8 million
Corporations or other businesses2$453,951
Pension and profit sharing plans1$169,183
Charitable organizations1$101,620

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$536.2 millionMarch 27, 2026
December 1, 2025$437.3 millionJune 23, 2025

Other advisers in Atlanta

AdviserCityAUMPrivate fundsSource
Arcapita Investment Management US Inc.Atlanta$607.3 million8adviserinfo.sec.gov
Persium Advisors, LLCAtlanta$583.6 millionNot listedadviserinfo.sec.gov
Epg Wealth Management LLCAtlanta$579.1 millionNot listedadviserinfo.sec.gov
Domain Timber Advisors, LLCAtlanta$575.9 millionNot listedadviserinfo.sec.gov
Altera Private Access, LLCAtlanta$562.4 million52adviserinfo.sec.gov
Financial Innovations, LLCAtlanta$535.2 millionNot listedadviserinfo.sec.gov
Sardis Group, LLCAtlanta$531.2 millionNot listedadviserinfo.sec.gov
Benedict Financial Advisors, Inc.Atlanta$529.4 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.