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CS

Caleb S. Sevian

FOCUS POINT CAPITAL LLC
Boulder, CO 80304
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CRD#: 4600600
CS

Professional summary


Caleb Sarkis Sevian is a registered financial advisor currently at FOCUS POINT CAPITAL LLC located in Boulder, Colorado.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Caleb has worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Focus Point Strategy LLC Not investment related, located at the same address as licensee The firm provides transactional services and business consulting related to the purchase, sale, strategy and operation of operating entities Mr. Sevian is the owner The business started in January 2019 Mr. Sevian spends approximately 10% of his time on this business, some of which are during securities trading hours. Focus Point LMI LLC Not investment-related, located at the same address as licensee Provides institutional ecoonomic and technical research focused on Focus Point's proprietary econometric models. Mr. Sevian is the owner. Business formed 4/2020 Mr. Sevian spends approixmately 3 hours per week, some of which are during securities trading hours. Driven Experiences Not investment-related, located at 6850 Split Mountain Road, Borrego Springs, CA 92004 Provides testing support services for o? road vehicle development for OEM manufacturers. Mr. Sevian is a partial owner. Business formed 12/2017 Mr. Sevian spends approixmately 2 hours per week, some of which are during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Caleb Sarkis Sevian's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 11, 2011 - Present

FOCUS POINT CAPITAL LLC

Office #1: 3065 11th Street, Boulder, CO 80304
RIA
CRD#: 155819
Boulder, CO
Current

September 8, 2025 - Present

Boulder, CO
Past

August 24, 2009 - July 7, 2010

PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP

RIA
CRD#: 143598
DENVER, CO
Past

November 14, 2002 - May 27, 2009

TENET CAPITAL LLC

RIA
CRD#: 123554
BOULDER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/5/2022)
IAR
Colorado
(1/11/2011)
IAR
New York
(9/29/2022)
IAR
Texas
(4/28/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/12/2002
Uniform Investment Adviser Law Examination

Current Firm


FP
FOCUS POINT CAPITAL LLC
FOCUS POINT CAPITAL LLC

CRD#: 155819 / SEC#: 801-72022

RIA
Registered Investment Advisory firm - (10/8/2020 Terminated)
California
Registered Investment Advisory firm - (12/5/2022 Approved)
Colorado
Registered Investment Advisory firm - (9/21/2020 Approved)
New York
Registered Investment Advisory firm - (9/29/2022 Approved)
Texas
Registered Investment Advisory firm - (4/6/2022 Conditional Restricted)
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Contact information


Main Address
Boulder, CO
Mailing Address
Phone number
(303) 381-2264
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts74
AUM (Assets Under Management)$ 72,624,279

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FOCUS POINT CAPITAL LLC

CRD#: 155819Boulder, CO 80304

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