Northpoint Advisory LLC

Overview

Northpoint Advisory LLC is an independent registered investment adviser that serves high-net-worth individuals and families, plus a limited set of business or institutional clients. The firm operates as a capital allocator: it builds client portfolios around liquid, exchange-traded equities while supplementing those core holdings with third‑party alternative funds. Its advisory model centers on financial planning and discretionary portfolio management for individuals and small businesses, and it also performs manager selection when outside strategies are appropriate. Northpoint charges fixed fees rather than asset-based or performance fees and does not position itself as an active ESG investor. Equities are the primary portfolio sleeve and account-level preference, but the firm supplements public markets with allocations to private equity and real estate through external fund managers. The combination of direct equity exposure, mutual funds and alternatives suggests a multi-vehicle approach intended to balance growth orientation with diversification and access to illiquid opportunities where suitable.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices