Counterpoint Funds
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 172379
- SEC number
- 801-80197
- Firm type
- RIA
- Assets under management
- $3.2B as of Mar 30, 2026
- Website
- twitter.com/cpmutualfunds ↗
- Phone
- 858-771-4000
- Address
- 12770 High Bluff Drive, San Diego, CA, 92130
Advisors at this firm
5 in our index · page 1 of 1
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Joseph Edward EngelbergCRD 6104369 · San Diego, CAIA Registered
-
Michael David JonesCRD 3243397 · Maple Glen, PAIA RegisteredBroker
-
Michael McgrathCRD 6190185 · Waltham, MAIA RegisteredBroker
-
Matthew Edwin ParkhurstCRD 5692691 · Houston, TXIA RegisteredBroker
-
Lance WordelmannCRD 4060182 · Boynton Beach, FLIA RegisteredBroker
1–5 of 5
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 172379 ↗
FINRA BrokerCheck record for firm CRD 172379 ↗
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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.