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CRD#: 133146
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

STILLPOINT CAPITAL, LLC is located at 4830 West Kennedy Blvd Suite 600, Tampa, FL 33609 and was first established at Florida, Florida in 04/19/2004. After operating for 21 years, STILLPOINT CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of STILLPOINT CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. STILLPOINT CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at STILLPOINT CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access STILLPOINT CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at STILLPOINT CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for STILLPOINT CAPITAL, LLC Comes From

Understanding the Statistics for STILLPOINT CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Firm Size
Small
Phone Number
(813) 891-9100
Established
Florida since 04/19/2004
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
AMY C. CROSS, P.A.OWNER
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
CROSS, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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Advisor's working at STILLPOINT CAPITAL, LLC

GP

Gary Scott Parker

IAR
RR
CRD#: 1836520
Location:
Charlotte, NC 28202
Company:
CHOREO PARTNER ALLIANCE, LLC
Disclosures:
Experience:
37 years
View Profile
TK

Thomas J Krahe

Tom Krahe
IAR
RR
CRD#: 6454072
Location:
Pittsburgh, PA 15090
Company:
HOPEMAN VENTURES, LLC
Disclosures:
Experience:
10 years
View Profile
CH

Calvin Dean Hedman

IAR
RR
CRD#: 5099240
Location:
Torrance, CA 90505
Company:
CATALINA CAPITAL GROUP, LLC
Disclosures:
Experience:
19 years
View Profile
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