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STOIC POINT CAPITAL MANAGEMENT LLC

PALO ALTO, CA · CRD 297766 · IAPD ↗ · 650-503-9750

$119.5MRegulatory AUM
2Advisory reps
3Employees
4Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — STOIC POINT CAPITAL MANAGEMENT LLC (PALO ALTO, CA) is newly SEC-registered with $119.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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