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 SEC-registered since 2007. Public filings classify the firm as an investment bank and identify its ownership as a mix of a domestic entity and an individual. The firm does not report itself as a capital allocator. Available firm attributes indicate it does not position itself as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. Several typical advisory fields (client base, fee structure, business and advisory activities) were not supplied in the source material.

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
  • Charles Aquino

    Charles Aquino

    Managing DirectorCRD 3278740

  • Bray Ridenour

    Bray Ridenour

    Managing DirectorCRD 4191937

  • John Herubin

    John Herubin

    Managing DirectorCRD 4343060

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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