ORANGE VILLAGE, OHCRD 111257Latest ADV March 10, 2026
North Point Portfolio Managers Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Orange Village, OH. Its latest Form ADV filing, dated March 10, 2026, reports $773M in regulatory assets under management, 7 employees, and 276 accounts.
Assets Under Management
$773M
Employees
7
Offices
--
Total Clients
276
Primary office
ORANGE VILLAGE, OH
100 PARK AVENUE, SUITE 200, ORANGE VILLAGE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.2% of total clients.
Top client categories% of clientsClients
1
HNWI
57.2%
158
2
Individuals
39.1%
108
3
Pension Plans
2.5%
7
4
Charitable
1.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$773Mas of March 10, 2026
Discretionary99.4%
$769M
99% of total RAUM99.4%
Non-discretionary0.6%
$4M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$773M
Total Accounts276
10Y AUM Change+$71M (+10.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee39:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.