Stillpoint Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
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
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
201 East Fifth St., Suite 1900
Cincinnati OH 45202
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Richardson Investment Strategies LLC · Richardson Investment Strategies, LLC · Richardson, Matthew John · Stillpoint Capital
Disclosures
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