Edgepoint Capital Advisors LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Beachwood, Ohio
CRD number
143695
Registered since
October 8, 2007

Firm profile

FINTRX

Overview

Edgepoint Capital Advisors LLC is organized as a limited liability company and has been SEC-registered since 2007. The firm is classified in the data set as an investment bank and is identified as having a domestic entity/individual ownership structure. Public disclosures provided for this profile do not include stated business lines, advisory activities, client segments, or a fee schedule. The firm is not flagged in the source as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Beyond its registration status and organizational form, the available records offer only limited operational detail.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 24
  • Audley Mackel

    Audley Mackel

    Registered RepresentativeCRD 6879712

  • Paul Schneir

    Registered RepresentativeCRD 1960399

  • Charles Aquino

    Charles Aquino

    Managing DirectorCRD 3278740

Unlock 21 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Beachwood, OH

Cuyahoga

Location

Beachwood, OH

Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
2000 Auburn Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth