Viewpoint Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$267,799,000
Clients
125
43% high-net-worth
Advisors
1
of 1 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$2,142,392
About
Viewpoint Capital Management is a SEC-registered investment adviser that provides comprehensive portfolio management to individuals, high-net-worth clients, personal trusts and estates, and small business owners. Services include tailored investment planning, discretionary and non‑discretionary portfolio management, and directed brokerage relationships with an independent qualified custodian for trade execution and custody.
The firm’s investment approach emphasizes value and tactical, contrarian positioning, a preference for income-producing securities (with an emphasis on dividend reinvestment), and global diversification implemented through individual stocks, bonds and passive ETFs. Portfolios are constructed and adjusted based on a documented client profile that records objectives, risk tolerances and any client-imposed restrictions, with periodic rebalancing to reflect tactical views.
Viewpoint manages approximately $268 million in client assets while operating with a single advisory professional, a configuration that produces an unusually high AUM-per-advisor ratio for a firm of its scale. Operationally it also uses some uncommon practices for peer firms: it maintains an internal PTE 2020‑02 worksheet and generally does not recommend 401(k) rollovers, has explicit Senior Safe Act procedures including monitoring senior accounts and the ability to restrict access, and relies exclusively on its chosen custodian for institutional services and fee debiting.
Client services
Portfolio management
Expertise
Income planning
Passive / index investing
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.70% annually
Main office location
Viewpoint Capital Management
Madrona Plaza, 1421 34 Th Avenue, Suite 214
Seattle WA 98122, United States
Number of offices
1
Most active in
Viewpoint Capital Management has reported serving >5 clients in these states in the last 12 months.
Idaho · Washington
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 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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Lawyer
They provide legal services, typically billed separately.
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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.
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