Fort Point Capital Partners LLC

Fort Point Capital Partners LLC (CRD# 146759) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,221,297,699 in 1,264 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,221
    MILLION
  • Total Number of Accounts
    1,264
    ACCOUNTS
  • Average Account Value
    $966,217
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 pooled investment vehicles (other than investment companies)
  • 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, CT, FL, GA, ID, IL, IN, KS, LA, MA, 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 14 top financial advisors.
1
Mark A. Anderson
CRD#: 1807476
275 Sacramento Street, 8th Floor, San Francisco, CA 94111

Mark Anderson (CRD# 1807476) 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. Mark Anderson 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
Olusola Awofala
CRD#: 2605349
275 Sacramento Street, 8th Floor, San Francisco, CA 94111

Olusola Awofala (CRD# 2605349) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 26 years of experience in the finance industry.

3
Robin T. Brinckerhoff
CRD#: 5886950
275 Sacramento Street, 8th Floor, San Francisco, CA 94111

Robin Brinckerhoff (CRD# 5886950) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

4
Frederick P. Bruenner
CRD#: 3215421
Narberth, PA

Frederick Bruenner (CRD# 3215421) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Narberth, PA and has over 5 years of experience in the finance industry.

5
Nicholas V. Deans
CRD#: 4585391
Naples, FL

Nicholas Deans (CRD# 4585391) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Naples, FL and has over 10 years of experience in the finance industry.

6
Ralph M. Drybrough
CRD#: 2925917
275 Sacramento Street, 8th Floor, San Francisco, CA 94111

Ralph Drybrough (CRD# 2925917) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

7
Heidi A. Johnson
CRD#: 2443764
275 Sacramento Street, 8th Floor, San Francisco, CA 94111

Heidi Johnson (CRD# 2443764) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 28 years of experience in the finance industry.

8
Travis R. Kauzer
CRD#: 5554975
275 Sacramento Street, 8th Floor, San Francisco, CA 94111

Travis Kauzer (CRD# 5554975) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

9
Nicholas S. King
CRD#: 6996711
New York, NY

Nicholas King (CRD# 6996711) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in New York, NY and has over 3 years of experience in the finance industry.

10
Timothy T. McDowell
CRD#: 3095193
275 Sacramento Street, 8th Floor, San Francisco, CA 94111

Timothy McDowell (CRD# 3095193) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

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