Paul R. Touchstone

FORT POINT CAPITAL PARTNERS LLC

San Francisco, CA 94111

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CRD#: 4640001

Professional summary

Paul Robert Touchstone is a registered financial advisor currently at FORT POINT CAPITAL PARTNERS LLC located in San Francisco, California and UHLMANN PRICE SECURITIES, LLC located in San Francisco , California.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Paul has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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.

1.) NAME: FORT POINT CAPITAL PARTNERS. TITLE: PARTNER. START DATE: 3/30/2012. INVESTMENT RELATED. DUTIES: MANAGEMENT, RELATIONSHIP MGMT, SALES/MARKETING, INVESTMENTS. ADDRESS: 275 SACRAMENTO ST, 8TH FLOOR SAN FRANCISCO CA 94111. APPROXIMATELY 400 HOURS PER MONTH. 2.) NAME: NEW FORT POINT INSURANCE SERVICES. TITLE: MEMBER. START DATE: 07.2016. INVESTMENT RELATED. DUTIES: OWNER/REFERRALS. ADDRESS: 275 SACRAMENTO ST, 8TH FLOOR SAN FRANCISCO CA 94111. APPROXIMATELY 5 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Robert Touchstone's CRS (Customer Relationship Summary).

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

April 3, 2012 - Present

FORT POINT CAPITAL PARTNERS LLC

Office #1: 275 Sacramento Street 8th Floor, San Francisco, CA 94111

RIA

CRD#: 146759

San Francisco, CA

Current

January 7, 2020 - Present

UHLMANN PRICE SECURITIES, LLC

Office #1: 275 Sacramento Street Floor 8, San Francisco , CA 94111

CRD#: 42854

San Francisco , CA

Past

June 28, 2017 - November 30, 2018

GORDIAN INVESTMENTS, LLC

CRD#: 158611

SAN FRANCISCO, CA

Past

January 6, 2015 - March 22, 2018

STRATIFI, LLC

RIA

CRD#: 149862

SAN FRANCISCO, CA

Past

November 19, 2013 - December 31, 2015

GORDIAN INVESTMENTS, LLC

CRD#: 158611

SAN FRANCISCO, CA

Past

November 2, 2011 - March 30, 2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

SAN FRANCISCO, CA

Past

November 2, 2011 - March 30, 2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

SAN FRANCISCO, CA

Past

December 4, 2009 - November 7, 2011

STONE & YOUNGBERG LLC

CRD#: 795

SAN FRANCISCO, CA

Past

November 23, 2009 - November 7, 2011

STONE & YOUNGBERG LLC

RIA

CRD#: 795

SAN FRANCISCO, CA

Past

May 8, 2003 - January 5, 2007

SCHROEDER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 119936

LAFAYETTE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

California

Registered Investment Advisory firm - (10/28/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/7/2020)

IAR

California
(4/3/2012)

California
(1/7/2020)

Colorado
(8/13/2020)

Connecticut
(1/7/2020)

Florida
(1/7/2020)

Georgia
(1/7/2020)

Illinois
(1/7/2020)

Kansas
(1/7/2020)

Kentucky
(1/10/2022)

IAR

Louisiana
(12/13/2023)

Maryland
(1/7/2020)

Massachusetts
(1/7/2020)

Michigan
(1/7/2020)

Minnesota
(1/7/2020)

Missouri
(1/7/2020)

Nevada
(11/5/2023)

New Jersey
(1/7/2020)

New York
(1/7/2020)

North Carolina
(1/7/2020)

Ohio
(1/7/2020)

Oklahoma
(7/8/2020)

Pennsylvania
(1/7/2020)

South Carolina
(11/5/2023)

IAR

Texas
(8/20/2014)

Texas
(1/7/2020)

Utah
(11/5/2023)

Virginia
(1/7/2020)

Washington
(1/7/2020)

Wyoming
(11/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/1/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/7/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/2/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

California

Registered Investment Advisory firm - (10/28/2008 Terminated)

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Contact information

Main Address

275 Sacramento Street 8th Floor, San Francisco, CA 94111

Mailing Address

Phone number

(415) 449-0570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORT POINT ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,413
AUM (Assets Under Management)	$ 2,002,678,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
11/20/2024	Cover Page	Report
04/26/2024	Cover Page	Report

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.

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Firm Stability Insights

Paul R. Touchstone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Robert Touchstone's CRS (Customer Relationship Summary).

Certified licenses

Experience

UHLMANN PRICE SECURITIES, LLC

GORDIAN INVESTMENTS, LLC

STRATIFI, LLC

GORDIAN INVESTMENTS, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STONE & YOUNGBERG LLC

STONE & YOUNGBERG LLC

SCHROEDER CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

FORT POINT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/1/2009

Series 65

Date: 5/7/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/2/2009

FINRA

Current Firm

FORT POINT CAPITAL PARTNERS LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORT POINT CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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