CAPITAL POINT ADVISORS, L.P.

HOUSTON, Texas·9 registered advisors·CRD# 160777
SEC# 802-77917713-595-1420
01

Firm Overview

AUM
$114M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CAPITAL POINT ADVISORS, L.P.

9 registered advisors
Alfred Jackson
HOUSTON, Texas
Darl Petty
HOUSTON, Texas
Donald Keith Rice
HOUSTON, Texas
Duyen Le
HOUSTON, Texas
Gregory Joseph Cannella
HOUSTON, Texas
Jeffrey P. Sangalis
HOUSTON, Texas
Larry A. Makel
HOUSTON, Texas
Ted O'neal
HOUSTON, Texas
Todd Stern
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
9 advisors

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Data sourced from SEC Form ADV filings. CAPITAL POINT ADVISORS, L.P. (CRD# 160777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.