Stillpoint Capital logo

Stillpoint Capital

Updated today

Client assets under management

$0

Clients

0

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

0

Very Low

Average account size

About

Stillpoint provides portfolio management and model-driven asset allocation primarily implemented through exchange-traded funds and index mutual funds, and it offers additional strategies such as targeted vertical options spreads and discretionary cryptocurrency trading where clients elect to participate. The firm’s brochure describes services to individual and high‑net‑worth investors and notes advisory fees are charged as a percentage of assets under management, a common arrangement among investment managers.

Investment decisions are guided by proprietary market models that compare asset classes head‑to‑head and adjust allocations between growth‑oriented and conservative ETFs on a weekly, monthly, or quarterly basis. The firm describes a disciplined use of option‑spread overlays that typically deploy a small portion of an account to seek modest gains, and it limits use of inverse, leveraged, volatility ETFs and cryptocurrency exposure to defined, circumstance‑dependent allocations.

A distinctive feature is that the firm’s principal is a licensed attorney with advanced academic degrees and recent legal practice experience; the brochure clarifies the adviser does not provide legal services to clients and encourages separate legal counsel. The firm operates as a sole‑member advisory business, reported no assets under management as of the brochure date, and combines proprietary ETF screening with an options‑overlay and explicit crypto risk limits in a way that is less common among comparable managers.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting

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Fee options

Percentage

1.00% annually for investment programs trading one day per month or less; 1.25% annually for investment programs trading more than one day per month

Other

Account minimum: $250,000 Fee-only: Fee based on percentage of assets under management as above; 100% fee-only compensation with no commissions received by Stillpoint

Main office location

Stillpoint Capital

201 East Fifth St., Suite 1900

Cincinnati OH 45202, United States

Number of offices

1

Most active in

Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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