Stillpoint Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage 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
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 location
Stillpoint Capital
201 East Fifth St., Suite 1900
Cincinnati OH 45202, United States
Number of offices
1
Most active in
Stillpoint Capital has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
They're affiliated with a bank that may offer its own financial products and services.
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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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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.
Forms ADV
Quick links
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