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NOVAPOINT CAPITAL LLC

ATLANTA, GA · CRD 173663 · IAPD ↗ · (404) 445-7885

$536.2MRegulatory AUM
6Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — NOVAPOINT CAPITAL LLC crossed $500M in regulatory AUM ($437.3M -> $536.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
July 2025 — NOVAPOINT CAPITAL LLC notice-filed in VA.
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.