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Stonepoint Capital, LLC

Headquartered in NASHVILLE, TN

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Firm Information

Stonepoint Capital, LLC is a Nashville, TN-based registered investment advisor with over $154 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer business/tax consulting and selection of other advisors. The firm's clients primarily include high net worth individuals, investment companies, and pooled investment vehicles.

Stonepoint Capital, LLC

4015 HILLSBORO PIKE

NASHVILLE, TN 37215

$154.90M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business/tax consulting

Business/tax consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

STONEPOINT CAPITAL, LLC has a total of 1 branch locations across the country.

Advisors at Stonepoint Capital, LLC

View All 1 Advisors

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Disclosures

There are no public disclosures for Stonepoint Capital, LLC.

Frequently Asked Questions (7)

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