A complete list of active advisors currently associated with Three Main Points LLC

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

Three Main Points LLC is a small, state‑registered independent adviser serving individuals and business clients, managing roughly $14.4 million across 27 relationships through a single adviser. The firm provides discretionary portfolio management and financial planning services tailored to each client’s objectives. The adviser uses fundamental analysis combined with both long‑ and short‑term trading and may employ instruments such as U.S. and foreign equities, U.S. Treasuries, ETFs, and options as appropriate for client goals. The firm also uses third‑party analytical tools, including disclosed AI/LLM resources, as assistive inputs for research and planning while retaining human review and discretion. Compared with peers, Three Main Points is notable for offering performance‑based fee arrangements to qualified clients—an uncommon billing approach among independent solo advisers—and for reporting a significant non‑U.S. client presence while advising on foreign equities and maintaining custody arrangements with an international‑capable custodian. The sole adviser’s technology background and ongoing software consulting, together with recent formal disclosures about AI use, further distinguish the firm’s operating profile for its size.

To learn more about the advisors currently working at Three Main Points 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.