Unclaimed Profile

Charles Paul Huebner

POINTE CAPITAL MANAGEMENT LLC·GROSSE POINTE FARMS, Michigan

Series 3, Series 5, Series 7, Series 15, Series 63, Series 6518 years registeredPOINTE CAPITAL MANAGEMENT LLC

102 KERCHEVAL AVENUE, GROSSE POINTE FARMS, MI 48236CRD# 804939Firm CRD# 152520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Paul Huebner · GROSSE POINTE FARMS, MI

Registration

CRD #804939 · POINTE CAPITAL MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POINTE CAPITAL MANAGEMENT LLC

POINTE CAPITAL MANAGEMENT LLC

Jan 2011 – Oct 2025

GROSSE POINTE FARMS, MI

POINTE CAPITAL MANAGEMENT LLC

Mar 2010 – Dec 2010

GROSSE POINTE FARMS, MI

UBS FINANCIAL SERVICES INC.

Sep 2007 – Feb 2010

GROSSE POINTE FARMS, MI

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 15

Series 63

Series 65

Registration record

First registered · September 11, 2007

Years registered · 18

Disclosure History

2001Customer Dispute·Settled

2000Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

POINTE CAPITAL MANAGEMENT LLC

CRD 152520 · SEC 801-70983

AUM

$388M

Regulatory assets under management

Employees

434 client accounts

Services offered by POINTE CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at POINTE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Charles Paul Huebner offer?

Charles Paul Huebner specializes in Investment Management, Wealth Management.

What are Charles Paul Huebner's credentials?

Charles Paul Huebner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Paul Huebner located?

Charles Paul Huebner is based in GROSSE POINTE FARMS, Michigan, last registered with POINTE CAPITAL MANAGEMENT LLC.

How does Charles Paul Huebner charge for services?

Charles Paul Huebner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POINTE CAPITAL MANAGEMENT LLC?

POINTE CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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