Edgepoint Capital Advisors LLC

Broker-DealerFINRA Member
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 classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm provided very limited disclosure about its business model: fields for client types, fee structure, and specific advisory activities are blank in the source data. The profile indicates Edgepoint does not position itself as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The dataset also marks the firm as an established (not newly formed) entity, but offers no detail on the clients it serves or the services it delivers.

Assets & Accounts

Investments & Alternatives

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

Unlock 24 more contacts →

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