Viewpoint Capital Management

RIASEC RegisteredEst. 2019

Total AUM

$268M

Discretionary

$223M

83% of AUM

Avg account

$992K

Accounts

270

Employees

1

Advisory reps

1

Firm details

Headquarters: Seattle, Washington
CRD number: 158899
Registered since: November 22, 2019
Website: viewpointcapitalllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI94.53%
Individuals5.47%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Viewpoint Capital Management is an independent registered investment adviser organized as an LLC and operating under an individual ownership structure. The firm focuses on portfolio management for individuals and small businesses, charging clients a fee based on assets under management. It does not self-identify as an active ESG investor, does not function as a capital allocator or pension consultant, and is not registered as a multi-state adviser. Viewpoint’s client base is concentrated on individual and family investors rather than institutional plans or foundations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities91%
Cash & Cash Equivalents7%
US Government Bonds1%
State & Local Bonds1%

Contacts

1 of 1

Ryan Sawyer
Manager, OwnerCRD 4800233

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 75

Active vs passive

$99.6M in ETFs

Passive

99%

$98.5M

Active

1%

$1.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$13.5M	19,585	13.51%

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Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area: Seattle-Tacoma, WA
Region: West
County: King
Address: Madrona Pl E
Time zone: PT (UTC-8)
Office locations

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