Capital Point Financial Group, Ltd.

Capital Point Financial Group, Ltd. (CRD# 171867) is a financial advisory firm headquartered in Glenview, IL. They manage $77,100,000 in 499 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $154,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, TX, WI

Financial Advisors at Capital Point Financial Group, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Matthew J. Fountain
CRD#: 3004010
4350 Dipaolo Center - Suite B, Glenview, IL 60025
96
Wealthminder
score

Matthew Fountain (CRD# 3004010) is an Investment Advisor Representative working at Capital Point Financial Group, Ltd. in Glenview, IL and has over 18 years of experience in the finance industry. Matthew Fountain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gary O. Stanton
CRD#: 6518076
4350 Dipaolo Center - Suite B, Glenview, IL 60025
90
Wealthminder
score

Gary Stanton (CRD# 6518076) is an Investment Advisor Representative working at Capital Point Financial Group, Ltd. in Glenview, IL and has 1 year of experience in the finance industry.

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