Focus Point Capital LLC logo

Focus Point Capital LLC

Updated today

Client assets under management

$62,992,933

Clients

57

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$1,105,139

About

Focus Point Capital serves institutional clients — including trusts, endowments, foundations, pension funds and other registered investment advisers — as well as high‑net‑worth individuals who are typically referred by those institutions. The firm provides discretionary portfolio management through a single proprietary ETF‑based strategy and also acts as a sub‑advisor and model provider to third‑party platform sponsors and managed account programs, overseeing roughly $95.6 million in discretionary AUM and additional assets under advisement.

The investment approach centers on FPC Macro, a broadly diversified portfolio of ETFs across equities, fixed income, commodities, real assets and U.S. Treasuries, with allocations driven by a proprietary market indicator that combines fundamental, technical and volatility signals. The process emphasizes downside mitigation and liquidity through systematic, risk‑regime adjustments, and services are delivered on a discretionary, non‑customized basis rather than as individually tailored investment plans.

Noteworthy for a firm of its size, Focus Point explicitly works with other investment advisers as clients and maintains affiliations with another registered adviser and a separate consulting business, arrangements that can create dual relationships and referral pathways uncommon among peers. It also routinely supplies model portfolios to platform sponsors and manages assets on managed account platforms, placing its strategy into institutional channels rather than relying solely on direct retail relationships.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Real estate investing

Fee options

Percentage

Less than $10 million - $10 million: 0.60% $10 million - $50 million: 0.50% Over $50 million+: 0.40%

Other

Account minimum: $1,000,000 Minimum fee: $250 minimum monthly fee for Oppenheimer clients (negotiable) Fee-only: Asset-based fees as per tiered schedule; no commissions received

Main office location

Focus Point Capital LLC

Boulder CO, United States

Number of offices

3

Most active in

California · Colorado · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kevin C

Series 63, Series 65, Series 66

Dacono, CO

Focus Point Capital LLC

Kevin Campbell is a financial advisor with Focus Point Capital LLC, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior roles include positions at James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. He is also involved with Vision 4 Fund Distributers. Focus Point Capital LLC provides discretionary portfolio management through its proprietary FPC Macro strategy, serving institutional clients and high-net-worth individuals. The firm offers subadvisory and model portfolio services to investment advisers and platform sponsors, managing approximately $72.6 million in discretionary assets.

Wealth management Passive / index investing Real estate investing
user avatar

Caleb S

Series 65

Boulder, CO

Focus Point Capital LLC

Caleb Sevian is a financial advisor at Focus Point Capital LLC with 22 years of industry experience. He holds a Series 65 designation and has been involved with multiple affiliated entities including Focus Point Strategy LLC, which provides business consulting services, and Focus Point LMI LLC, which conducts institutional economic and technical research. He is also a partial owner of Driven Experiences, a company offering off-road vehicle testing support for OEM manufacturers. Focus Point Capital LLC provides discretionary portfolio management primarily to institutional clients and high-net-worth individuals, utilizing a proprietary macro strategy that employs a model-driven approach to asset allocation and risk management across diverse asset classes. The firm also serves as a subadviser on managed-account platforms and offers model portfolios to platform sponsors and TAMPs.

Wealth management Passive / index investing Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")