Pointe Capital Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 152520
- SEC number
- 801-70983
- Firm type
- RIA
- Assets under management
- $452.3M as of Mar 31, 2026
- Website
- www.pointecapitalmanagement.com ↗
- Phone
- (313) 882-7100
- Address
- 102 Kercheval Avenue, Grosse Pointe Farms, MI, 48236
Advisors at this firm
6 in our index · page 1 of 1
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James Lawrence CarrollCRD 1107197 · Grosse Pointe Farms, MIIA Registered
-
Jeffrey Charles HuebnerCRD 2894119 · Grosse Pointe Farms, MIIA Registered
-
David MccormackCRD 6574977 · Grosse Pointe Farms, MIIA RegisteredRegistration inactive
-
Elizabeth Somers OttawayCRD 1323760 · Grosse Pointe Farms, MIIA Registered
-
Carter Kenneth SalesCRD 8170884 · Grosse Pointe Farms, MIIA Registered
-
Heather Stewart WilliamsCRD 2349057 · Grosse Pointe Farms, MIIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 152520 ↗
FINRA BrokerCheck record for firm CRD 152520 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.