StilLPoint Wealth Management, LLC (Atlanta)

Name: StilLPoint Wealth Management, LLC
Address: 950 E Paces Ferry Road, Atlanta, GA, 30326
Telephone: 404-467-0771

StilLPoint Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $531.97 million of regulatory assets for 863 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arkansas, California, Florida, and 9 other states.

StilLPoint Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

StilLPoint Wealth Management: assets under management

The assets under management (AUM) of StilLPoint Wealth Management, LLC is $531.97 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $498.61 million in discretionary accounts and $33.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $605.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $855.52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay StilLPoint Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at StilLPoint Wealth Management, LLC

Brian Lee Nygaard has been acting as President since 1 Jan 2005. Sharon Donnell Williams joined the executive team most recently as the Compliance Assistant / Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Henry Lester Brenner	Chief financial officer - finop	1 Jan 2004	Other	29906
James Wesley Grace	Registered principal	1 Jan 2004	Other	2372531
Robert Blane Brooks	Ceo	1 Jan 2004	Other	1470035
Ralph Weakley Visco	Cco, shrop, crop, muni principal	1 Jan 2004	Other	455042
Inc. Stillpoint Advisors	Owner	1 Jan 2004	75% - 100%	02-0666334
Michael Sean Macdonald	Managing director of investment management	1 Jul 2004	Other	2318134
Sharon Donnell Williams	Compliance manager	1 Jul 2004	Other	1325287
James Edward Jr Thomas	Ceo	1 Aug 2004	Other	845957
James Francis Iii Winters	Chief financial officer - finop	1 Oct 2004	Other	4189174
Henry Lester Brenner	Financial & operations principal	1 Nov 2004	Other	29906
Brian Lee Nygaard	President/ceo	1 Jan 2005	Other	1257931
Lori Dunn Mayfield	Cfo/finop	1 Feb 2005	Other	4899271
James Edward Jr Thomas	Registered principal/aml compliance officer	1 Aug 2005	Other	845957
John Franklin Ray	President / ceo	1 Aug 2005	Other	1190355
Sharon Donnell Williams	Compliance assistant / principal	1 Oct 2005	Other	1325287
Patricia Jean Posada	Chief compliance officer - principal	1 Oct 2005	Other	1597807

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
First Tennessee National Corp.	Shareholder	1 Mar 2004	25% - 50%	62-0803242

Based in Atlanta

The principal office where StilLPoint Wealth Management, LLC performs its advisory services is located at 950 E Paces Ferry Road, Atlanta, GA 30326, which is also the mailing address of the firm. An additional office of the firm is in Memphis, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-467-0771 or by fax 404-467-7920. The normal business hours are 8:00 am est to 5:00 pm est on Monday - Friday. You can find more information about the New York firm at www.heritagellc.com.