Atlanta, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
NovaPoint Capital LLC
Team
Firm-wide stats for NovaPoint Capital LLC
About
NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations and corporate entities, and also reports serving other investment advisers, including a Bermuda-based manager that is a client. Relationships are established through Individual Investment Policy Statements and managed on a discretionary basis.
The firm emphasizes a dividend-growth equity strategy, investing primarily in publicly traded, dividend-paying companies run by shareholder-oriented managers and selecting positions when market price appears meaningfully below its assessment of intrinsic value. NovaPoint combines quantitative, fundamental and technical analysis to construct typically 30–50 stock portfolios and may use covered-call options on individual equity holdings to hedge or generate income in separately managed accounts.
NovaPoint is part of a holding structure in which The NovaPoint Group LLC owns both the advisory business and an affiliated entity that provides incorporation, accounting/payroll and tax services for independent contractors, and the firm discloses potential client overlap between those entities. Its disclosed relationships — including a member of firm leadership serving on the board of an external investment manager that is also a client — and the explicit use of options in client SMAs are features that are less common among peer team firms.
Based on NovaPoint Capital LLC
Expertise
Based on NovaPoint Capital LLC
Location
1175 Peachtree St NE, Suite 1825
Atlanta GA 30361
Advisors at this office
3
Advisors at this office
Frederick W
CFA®, Series 63, Series 65
Atlanta, GA
NovaPoint Capital LLC
Frederick Wright IV is a financial advisor with NovaPoint Capital LLC in Atlanta, GA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining NovaPoint Capital in 2019, he worked at Brightworth, LLC for three years. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies, combining quantitative, fundamental, and technical analysis to manage portfolios typically consisting of 30–50 stocks.
Alan C
Series 63, Series 65
Atlanta, GA
NovaPoint Capital LLC
Alan Conner is a financial advisor at NovaPoint Capital LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NovaPoint Capital since 2015. Outside of his advisory role, he owns and operates My Professional CFO, LLC, a business providing document filing and bookkeeping services to independent contractor physicians. NovaPoint Capital LLC offers discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm manages approximately $437 million across about 201 client relationships and employs a dividend-growth equity strategy with a long-term investment horizon.
Joseph S
CFA®, Series 63
Atlanta, GA
NovaPoint Capital LLC
Joseph Sroka is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NovaPoint Capital LLC since 2015. He holds a Series 63 license and is based in Atlanta, GA. Outside of his advisory role, he owns The Algorquin Company, LLC, a consulting business unrelated to investment activities. NovaPoint Capital LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm employs a dividend-growth equity strategy focused on long-term holdings and uses a combination of quantitative, fundamental, and technical analysis in portfolio construction.
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