A complete list of active advisors currently associated with Four Points Capital LLC

Warmer can help you find a great advisor at Four Points Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Four Points Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Apgar IV	Charlotte, NC	7

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