VIEWPOINT CAPITAL MANAGEMENT

VIEWPOINT CAPITAL MANAGEMENT of SEATTLE, WA is an SEC-registered investment adviser (CRD 158899). Regulatory assets under management: $267.8M.

Registration

• CRD: 158899
• SEC file number: 801-117685
• Type: Registered investment adviser
• Location: MADRONA PLAZA, SEATTLE, WA, 98122
• Phone: 206-219-1410
• Latest filing: 2026-03-21
• Regulatory AUM: $267.8M
• Discretionary AUM: $223.0M
• Non-discretionary AUM: $44.8M
• Clients: 1
• Accounts: 270

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 158899 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search