DEW POINT CAPITAL

Legal name: DEW POINT CAPITAL, INC.

CRD 305010File 801-122323

APPROVED

Retail clients

Disclosure events

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$513.2M

Above cohort median (national)

Discretionary AUM

$512.0M

Non-discretionary $1.2M

Clients

618

1,036 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Sep 16, 2021
Principal office: 7080 HOLLYWOOD BLVD., 7TH FLOOR, LOS ANGELES, CA, 90028
Phone: 410-258-2174
Website: http://www.dewpointcap.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $513.2M
Discretionary AUM: $512.0M
Non-discretionary AUM: $1.2M
Discretionary accounts: 1,032
Non-discretionary accounts: 4
Total accounts: 1,036
AUM per client: $830K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.6M
High net worth individuals	131	$406.8M
Pension and profit sharing plans	109	$47.9M
Individuals (other than high net worth individuals)	378	$57.0M

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 other
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

Q11
Q11E2
Q11E4

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.