Fort Point Capital Partners LLC

Fort Point Capital Partners LLC (CRD# 146759) is a financial advisory firm headquartered in San Francisco, CA. They manage $666,009,283 in 1,107 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    1,107
    ACCOUNTS
  • Average Account Value
    $601,634
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Fort Point Capital Partners LLC
Showing 1 - 10 of 16 top financial advisors.
1
Paul R. Touchstone
CRD#: 4640001
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
96
Wealthminder
score

Paul Touchstone (CRD# 4640001) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

2
Nicholas V. Deans
CRD#: 4585391
Naples, FL
93
Wealthminder
score

Nicholas Deans (CRD# 4585391) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Naples, FL and has over 7 years of experience in the finance industry.

3
Ralph M. Drybrough
CRD#: 2925917
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Ralph Drybrough (CRD# 2925917) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

4
Oliver J. Kupe
CRD#: 6112987
190 South Lasalle, Suite 3025, Chicago, IL 60603
93
Wealthminder
score

Oliver Kupe (CRD# 6112987) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Chicago, IL and has over 5 years of experience in the finance industry.

5
Joseph W. Pitts
CRD#: 5169643
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Joseph Pitts (CRD# 5169643) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

6
Justin H. Schleifer
CRD#: 5977433
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Justin Schleifer (CRD# 5977433) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

7
Jeffrey C. Spears
CRD#: 1696473
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Jeffrey Spears (CRD# 1696473) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 30 years of experience in the finance industry.

8
Annie M. Werner
CRD#: 4903075
190 South Lasalle, Suite 3025, Chicago, IL 60603
93
Wealthminder
score

Annie Werner (CRD# 4903075) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Chicago, IL and has over 13 years of experience in the finance industry.

9
Jeffrey D. Wycoff
CRD#: 2934040
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Jeffrey Wycoff (CRD# 2934040) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

10
Frederick P. Bruenner
CRD#: 3215421
Narberth, PA
91
Wealthminder
score

Frederick Bruenner (CRD# 3215421) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Narberth, PA and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.