Stonepoint Capital, LLC

Stonepoint Capital, LLC is an investment management firm founded in 2015 and registered with the Securities and Exchange Commission. The firm offers investment advisory services to individuals, high net worth individuals, families, and institutions, along with financial planning and business/tax consulting services. The sole owner is Timothy James Wolters. Stonepoint Capital does not assess a fee for financial planning services and provides tailored asset management services based on client needs. The firm does not participate in wrap fee programs and had approximately $154,896,705 in assets under advisement as of December 31, 2022. Fees are charged as management fees based on a tiered percentage of assets under management. Clients have the flexibility to pay fees directly if preferred. Stonepoint Capital has full investment discretion and does not allow clients to impose restrictions on investments. The firm's investment strategies are driven by client profiles and incorporate qualitative and quantitative analysis. Clients are provided with monthly account statements by the custodian, Pershing, LLC. Stonepoint Capital does not exercise voting rights on client securities and has not been involved in any disciplinary events. Timothy Wolters, the principal and managing member, has a background in financial planning and religious studies. He has no outside business activities and does not receive additional compensation for advisory services. Wolters has a clean disciplinary record and has not been involved in bankruptcy proceedings.