DEW POINT CAPITAL
SEC RegisteredSuccess, like the dew point, occurs when all the right elements come together in just the right way.
About the firm
Dew Point Capital, Inc. is a Los Angeles based Registered Investment Advisor. They provide financial planning and investment management services tailored to the individual needs of their clients, with every engagement beginning with a comprehensive financial check-up and one-on-one service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management services including growth, creating income, saving money on taxes, retirement planning, planning for the future, managing debt, preparing for the unexpected, life insurance, and disability insurance.
Who they serve
A diverse set of clients including professionals, entertainers, business owners, athletes and the millionaire next door.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 378 | $57M |
| High Net Worth Individuals | 131 | $407M |
| Charitable Organizations | 109 | $48M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DEW POINT CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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