Counterpoint
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Counterpoint is an independent, state-registered advisory firm that provides discretionary investment management, comprehensive wealth management, and stand‑alone financial planning to individuals and high‑net‑worth clients. Portfolios are constructed using ETFs and low‑cost mutual funds and may include individual stocks, bonds, alternative investments, or retained legacy holdings as appropriate to client needs.
The firm generally pursues a long‑term investment approach while employing a mix of fundamental, technical and cyclical analysis to inform allocation and security selection, and it conducts ongoing portfolio monitoring and rebalancing. Counterpoint may implement all or part of a client’s strategy through unaffiliated independent managers and performs oversight of those managers while integrating financial‑planning advice into the relationship.
Notable features for a firm of this size include its recent establishment (2025) and modest assets under management (roughly $550,000) run by a single CFP‑credentialed principal who previously worked in media and the arts. The firm maintains an institutional relationship with a digital custody/platform provider that supplies software and support (creating potential economic benefits), applies New Mexico gross‑receipts tax rules for in‑state clients, and the principal also maintains an insurance license and may receive insurance commissions in addition to advisory fees.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,000 to $2,500.
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000+: 0.50%
$300 per hour for stand-alone financial planning services.
Main office
Santa Fe NM
Advisors at this office
1
Most active in
New Mexico
Also doing business as
Counter. LLC · Counterpoint
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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