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LOCUST POINT CAPITAL

MIAMI, FL · CRD 286689 · IAPD ↗ · locustpointcapital.com · 732-945-7474

$1.58BRegulatory AUM
28Advisory reps
43Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — LOCUST POINT CAPITAL moved its main office from RED BANK, NJ to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2025 — LOCUST POINT CAPITAL grew from 20 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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