Four Points Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Four Points Capital provides discretionary investment management to individual and high‑net‑worth clients, tailoring portfolios to each client’s objectives, time horizon and risk tolerance. The firm implements strategies using individual securities as well as mutual funds and ETFs, and conducts ongoing portfolio monitoring and quarterly reviews.
The firm’s investment approach is rooted in fundamental analysis to estimate intrinsic value and drive security selection, with client plans that may include long‑term holdings, short‑term trading and option writing. Portfolio construction is customized for each client and may involve concentrated positions and rebalancing or tax‑loss harvesting opportunities when appropriate.
Distinctive features include the firm’s use of borrowing (margin) and derivatives, including options strategies, inside separately managed accounts—an approach that is uncommon among peers. Four Points manages a small number of client relationships with roughly $29.5 million in assets and recommends a custodian for execution and custody while accepting certain research or economic benefits tied to client trading.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $1,000,000
Main office
Charlotte NC
Advisors at this office
1
Most active in
North Carolina
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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
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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.
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