Two Point Capital Management, Inc.
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 131816
- Registered since
- September 30, 2013
- Website
- www.twopointcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.51%
- Individuals4.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Two Point Capital Management, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2013. The firm serves individual and family clients on a fee-for-service basis, charging a percentage of assets under management for financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Two Point positions itself as an equity-oriented manager while offering planning and discretionary portfolio oversight rather than acting as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not presented as a multistate or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents11%
- US Government Bonds8%
- State & Local Bonds1%
Owners & executives
2 of 2
John Mcgowan
CEO & FounderCRD 2618496

Paul Spindler
Chief Compliance OfficerCRD 2903142
Contacts
1 of 1
Jennifer Kenney-Zimmerli
Director of Client ServiceCRD 8093383
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$5.5M in ETFs
100%
$5.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.5M | 7,256 | 100.00% |
Location
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 4 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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