STILLPOINT CAPITAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
152079
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stillpoint Capital is a small, privately held LLC that provides portfolio management for individuals and small businesses on a percentage-of-AUM fee basis. The firm reports full discretionary authority over its assets and focuses on a blended approach that pairs traditional pooled investments with targeted alternative exposures. Stillpoint is not an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm lists an industry affiliation with a law firm, suggesting concentration on high-net-worth individual clients and closely held-business relationships where legal and financial advice intersect. Investment activity centers on manager selections and third‑party vehicles to access less liquid markets alongside core holdings. Given the firm’s size and operating model, implementation appears to rely on externally managed alternative funds and liquid mutual fund and fixed-income products rather than running large, in-house private equity or direct lending programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Matthew Richardson

    FounderCRD 6821747

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

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Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
201 E 5th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth