NOVAPOINT CAPITAL LLC

CRD 173663File 801-116881

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$536.2M

Above cohort median (national)

Discretionary AUM

$536.2M

Clients

218

812 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 1, 2019
Principal office: 1175 PEACHTREE ST NE, SUITE 1825, ATLANTA, GA, 30361
Phone: (404) 445-7885
Website: https://www.linkedin.com/company/novapoint-capital-llc/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $536.2M
Discretionary AUM: $536.2M
Non-discretionary AUM: $0
Discretionary accounts: 812
Non-discretionary accounts: 0
Total accounts: 812
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$454K
Charitable organizations	Fewer than 5	$102K
Other investment advisers	Fewer than 5	$259.4M
High net worth individuals	63	$217.3M
Pension and profit sharing plans	Fewer than 5	$169K
Individuals (other than high net worth individuals)	147	$58.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.