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Endpoint Capital LLC (Atlanta)


Endpoint Capital LLC is a large advisory firm based in Atlanta. It manages $60.04 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.




Endpoint Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Endpoint Capital: assets under management

The assets under management (AUM) of Endpoint Capital LLC is $60.04 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.54 million in discretionary accounts and $50.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50.51 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Endpoint Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Endpoint Capital LLC performs its advisory services is located at 4300 Paces Ferry Road, Suite 500, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-431-6868 or by fax 770-431-8057. The normal business hours are 8:30am to 5:00pm on Monday - Friday.


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