NORTH POINT PORTFOLIO MANAGERS CORPORATION
SEC RegisteredPersonalized investment solutions designed around your financial goals
About the firm
North Point Portfolio Managers is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission, established May 1, 1999, currently serving 270 clients and managing over $749 million in assets. The firm partners with a limited number of clients to provide personalized investment management designed to meet their unique goals, operating as a fee-only fiduciary advisor in the Cleveland area.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment management including diversified portfolio creation and maintenance using both growth and value strategies, proprietary research tools and advanced analytics, individual stocks and bonds, quarterly client reviews, transparent reporting, and dedicated client support.
Who they serve
A limited number of clients and their families, with growth fueled by referrals from satisfied clients as well as trusted accountants and attorneys.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $56M |
| High Net Worth Individuals | 158 | $680M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 7 | $36M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 (up to $1M) | 0.80% |
| Next $4 million | 0.60% |
| Next $20 million | 0.50% |
| Amount over $25 million | 0.40% |
Data as of March 10, 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. NORTH POINT PORTFOLIO MANAGERS CORPORATION 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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