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NORTH POINT PORTFOLIO MANAGERS CORPORATION

ORANGE VILLAGE, OH · CRD 111257 · IAPD ↗ · nppmcorp.com · 440-720-1100

$773.3MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — NORTH POINT PORTFOLIO MANAGERS CORPORATION grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
January 2025 — NORTH POINT PORTFOLIO MANAGERS CORPORATION notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.