Edgepoint Capital Advisors LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
27
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 is registered with the SEC since 2007. The firm is classified in the source data as an investment bank and is owned by a domestic entity and/or an individual. The record flags several structural and service characteristics: it is not identified as a capital allocator, does not present itself as an active ESG investor, is not marked as a multi-state adviser, and is not listed as a pension consultant or related adviser. The source material provides minimal detail about the firm's client types, fee arrangements, specific business lines, or advisory activities, so those operating characteristics are not described in the available profile.

Assets & Accounts

Location & Offices

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 27
  • Ryan Horstman

    Ryan Horstman

    Investment Banking AnalystCRD 8287912

  • Audley Mackel

    Audley Mackel

    Registered RepresentativeCRD 6879712

  • Paul Schneir

    Registered RepresentativeCRD 1960399

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Wealth teams

FINTRX

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
3201 Enterprise Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth