Novapoint Capital

What Novapoint Capital does

NovaPoint Capital LLC is a privately held, SEC-registered investment advisory firm founded in 2015 and headquartered at 1175 Peachtree Street NE in Atlanta, Georgia. The firm manages investment portfolios for high-net-worth individuals, family offices, corporations, pensions, endowments, and foundations, and additionally provides sub-advisory services to other investment advisers. Its core investment offering is built around four proprietary equity strategies — Dividend Growth, Focused REIT, Power-Utility-Grid, and Growth Equity — combined with fixed income management, ETF strategies, comprehensive wealth management including family office services, and fiduciary services spanning solo and multi-employee retirement plans. The firm employs a multi-factor investment approach combining fundamental, quantitative, and technical analysis factors for portfolio construction.

The firm operates as the lead entity of The NovaPoint Group, which also includes NovaPoint CFO (accounting, tax, and outsourced CFO services led by Tax Managing Partner Larry Dixon) and NovaPoint Risk Management, creating an integrated wealth platform that bundles investment management with adjacent financial services. NovaPoint's go-to-market combines direct relationship-based sales to institutional and HNW clients with affinity partnerships targeting military veterans and families through the Association of the United States Army (AUSA) and the Navy League of the United States (NLUS), offering 20% fee discounts and complimentary consultations. Client account access is supported through Charles Schwab and TD Ameritrade platforms.

The firm is founder-controlled and veteran-led, with co-founders Alan J. Conner (President) and Joseph Sroka, CFA, CMT (CIO) anchoring a small team that includes Managing Director Frederick Wright (CFA), Tax Managing Partner Larry Dixon, Investment Associate Meghan Hoover, and operations and onboarding staff. Revenue is generated through recurring AUM-based management fees on an annual billing cadence; specific fee schedules and revenue figures are not publicly disclosed. Brand credibility has been reinforced through third-party awards including PSN Top Guns designations, Large Cap Manager of the Year, Bull & Bear Masters, eight consecutive years on Pension & Investments' largest money managers list (2019-2026), and a 2026 Military Friendly Employer designation.

Name

Novapoint Capital

Legal name

NovaPoint Capital LLC

Website

https://novapointcapital.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

NovaPoint Capital is an Atlanta-based, SEC-registered investment advisory firm managing portfolios for high-net-worth individuals, family offices, and institutional clients via four proprietary equity strategies, fixed income, and wealth/fiduciary services, with affinity distribution to military veterans through AUSA and NLUS.

Ownership category

akta.pro rank

Product category

Investment Management & Wealth Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Investment management
• Wealth management
• Equity strategies
• Fiduciary services
• Retirement plans

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Management Fees: Management fees for managing investment portfolios for high net worth individuals, family offices, corporations, pensions, endowments and foundations. Also generates revenue from sub-advisory services for other investment advisers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

NovaPoint Capital is an SEC-registered investment advisory firm that manages investment portfolios for high net worth individuals, family offices, corporations, pensions, endowments, and foundations. The firm offers four proprietary equity strategies (Dividend Growth, Focused REIT, Power-Utility-Grid, and Growth Equity), fixed income management, ETF strategies, comprehensive wealth management, family office services, and fiduciary retirement plan services, and also provides sub-advisory services to other investment advisers.

Product overview

NovaPoint Capital is an SEC-registered investment advisory firm offering a comprehensive suite of investment management and advisory services. The core offerings include four proprietary equity strategies: Dividend Growth Strategy, Focused REIT Strategy, Power-Utility-Grid Strategy, and Growth Equity Strategy. These are complemented by Fixed Income Management, Exchange Traded Funds (ETF) Strategies, Wealth Management with Family Office Services, and Fiduciary Services including Solo and Multi-employee Retirement Plans. The firm also offers a Risk Analysis Questionnaire tool for client risk assessment. NovaPoint operates as part of the NovaPoint Group, which includes NovaPoint CFO (accounting and tax services) and NovaPoint Risk Management (risk management services).

Differentiator

Problem solved

Functional benefit

Products and services

• NovaPoint Dividend Growth Strategy Equity strategy that invests in stocks of companies with long-term track records of annual dividend increases, employing a multi-factor approach combining fundamental, quantitative, and technical analysis. For high net worth individuals, family offices, and institutional clients seeking income-oriented equity exposure.
• NovaPoint Focused REIT Strategy Equity strategy focused on Real Estate Investment Trusts in both traditional and specialty end-markets, with additional focus on REITs in higher growth industries such as technology, telecom, and e-commerce logistics. For clients seeking real estate sector exposure.
• NovaPoint Power-Utility-Grid Strategy Equity strategy investing in companies in the generation, transmission, and distribution of electricity and natural gas in the United States, plus companies supplying the industry with infrastructure products and services. For clients seeking utility and infrastructure sector exposure.
• NovaPoint Growth Equity Strategy Equity strategy owning large cap growth stocks with above average earnings growth trajectories, typically 15 to 25 stocks concentrated in high growth industries or companies with unique market moats. For clients seeking large cap growth equity exposure.
• Fixed Income Management Management of high-quality bond portfolios customized for each client's needs, utilizing government, agency, corporate, and municipal bonds depending on investment account type and tax status. For clients seeking customized fixed income exposure.
• Exchange Traded Funds (ETF) Strategies ETF strategies appropriate for a variety of investment objectives, designed for clients with asset levels that may not be adequately diversified through individual stock ownership. For clients seeking diversified, low-cost equity or multi-asset exposure.
• Wealth Management Comprehensive financial planning service that enables clients to organize, assess, and take action towards their goals through discovery meetings, financial analysis, planning presentations, and ongoing support and reporting. For high net worth individuals and families seeking holistic financial planning.
• Family Office Services Bespoke customized services complementing the comprehensive Wealth Management Process, including private banking services such as customized lending coordination, individualized alternative investment, and real estate investment services. For family offices requiring white-glove wealth management.
• Solo Retirement Plans Design, implementation, and management of business retirement plans for individual business owners and independent contractors, including Traditional 401k, Roth 401k, Defined Benefit, Profit Sharing, and Simplified Employee Plans (SEP). For solo business owners and independent contractors seeking retirement plan solutions.
• Multi-employee Retirement Plans Design, implementation, and management of defined contribution (401k) and defined benefit plans for companies with 2 to 100+ employees that meet all fiduciary compliance requirements. For small and mid-sized companies seeking retirement plan services.
• Fiduciary Reviews Review of existing retirement plans to assess fiduciary compliance and competitive cost benchmarking. For plan sponsors seeking independent validation of fiduciary compliance.
• NovaPoint CFO Services Accounting, tax, and outsourced CFO services within the NovaPoint Group, providing bookkeeping, tax preparation, and full-cycle accounting services. For individuals and small businesses seeking outsourced accounting and tax support.
• NovaPoint Risk Management Risk management services provided within the NovaPoint Group of companies. For clients seeking integrated risk oversight alongside portfolio management.

Quantifiable outcome

• Named to PSN Top Guns List Q1 2026 for both Focused REIT Strategy and Power-Utility-Grid Strategy
• +4 more outcomes

Named customers5 records

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Association of the United States Army (AUSA)coreGTM or Marketing PartnerNovaPoint provides investment, financial planning, and tax strategy services to AUSA members. Members receive complimentary 30-minute consultation and 20% discount on NovaPoint services. NovaPoint is a member benefits partner. Revenue is partially donated to AUSA to support member programs.
• Navy League of the United States (NLUS)coreGTM or Marketing PartnerNovaPoint provides investment, financial planning, and tax strategy services to NLUS members. Members receive complimentary 30-minute consultation and 20% discount on NovaPoint services. Revenue is partially donated to NLUS to support member programs.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Mercer Advisors: National RIA offering wealth management, investment advisory, tax, and family office services to HNW and institutional clients. Comparable across service lines; much larger scale and broader geographic reach.
• Edelman Financial Engines: Large, national independent RIA combining financial planning with investment management, including retirement plan services. Comparable in fiduciary service offering and institutional reach; vastly greater scale.
• Carson Group: National RIA and coaching platform serving financial advisors and their clients. Comparable in target market and service suite, but operates via a vastly different partner-driven, large-scale model.
• Mariner Wealth Advisors: Large, multi-channel RIA platform offering investment management, financial planning, tax, and family office services. Comparable in service breadth but operates at materially greater scale and national footprint.
• Creative Planning: Large national RIA offering holistic wealth management including investment, tax, estate, and retirement planning. Comparable in integrated wealth services but operates at far greater scale and breadth.

Direct peers

• SignatureFD: Atlanta-based wealth management and family office firm serving HNW individuals, families, and institutions. Comparable in service breadth (investment management, financial planning, family office) and geographic focus.
• Brightworth: Atlanta-based RIA serving HNW individuals and families with comprehensive wealth management. Highly comparable to NovaPoint in geographic base, client mix, and service scope; notably, NovaPoint's Frederick Wright previously served as Partner and Investment Advisor at Brightworth.
• Homrich Berg: Atlanta-headquartered fee-only RIA providing investment management and financial planning to HNW clients. Comparable in boutique RIA model, fee-only structure, and Southeast U.S. client base.
• Smith & Howard Wealth Management: Atlanta-based wealth management firm spun out of an accounting practice, offering investment management, financial planning, and family office services. Comparable integrated CPA + RIA model where NovaPoint has a similar NovaPoint CFO subsidiary.
• Balentine & Co: Atlanta-based RIA serving HNW families, foundations, and endowments. Highly comparable in client mix and size; NovaPoint's Frederick Wright previously rose to Partner at Balentine.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/NovaPointCap
• Facebookfacebook.com/novapointcapital
• LinkedInlinkedin.com/company/novapoint-capital-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Novapoint Capital