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, SEC-registered advisory firm that began registration in 2013 and is owned by an individual. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Two Point does not identify as an active ESG investor and is not structured as a multi-state adviser. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded holdings. The firm operates from a single office and uses a traditional custodian relationship rather than acting as a broader capital allocator.
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 2JOHN MCGOWAN
CEO & FounderCRD 2618496
PAUL SPINDLER
Chief Compliance OfficerCRD 2903142
Contacts
1 of 1Jennifer 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
$4.7M in ETFs
100%
$4.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $4.7M | 7,162 | 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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