Wealth manager, independent · SAN Francisco, CA
Fort Point Capital Partners LLC
SEC-registered investment adviser · CRD 146759 · SEC 801-69650
At a glance
Fort Point Capital Partners LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $2.9B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 431 individual clients, 346 of them high-net-worth, holding an average of about $5.7 million each, and 32 employees. That ranks it 377th among the nation’s 5,657 independent wealth management RIAs and 47th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 415-449-0570fortpointcap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.9B
- Rank among independent wealth managers
- #377 of 5,657
- Rank among all SEC RIAs
- #2,887 of 17,210
- Rank in California
- #47 of 714
- Individual clients
- 431
- High-net-worth clients
- 346
- Accounts
- 1,918
- Discretionary
- 79% of AUM
- Employees
- 32
- Advisory staff
- 17
- Offices
- 5
Owners and executives on its Form ADV
- Ralph M. DrybroughManaging Member
- Heidi A. JohnsonChief Compliance Officer
- Timothy T. McDowellManaging Member
- Paul R. TouchstoneManaging Member
- Roy HayaMember
- Robin T. BrinckerhoffMember
- Chad R DemartiniMember
Custody and brokerage
Broker-dealer
Hybrid RIA
Fort Point Capital Partners LLC is a hybrid RIA: 11 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Uhlmann Price Securities, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Drybrough holds FINRA Series 7 and 63 securities licenses and is a Registered Representative of Uhlmann Price Securities, LLC as described in
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 346 | $2.4B | 84% |
| Pooled investment vehicles | 10 | $421M | 15% |
| Individuals | 85 | $30M | 1% |
Private funds
Fort Point Capital Partners LLC reports 10 private funds with $421M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Fort Point Capital Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗fortpointcap.com ↗
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The full record on Fort Point Capital Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,400 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Intellectus Partners, LLCSAN Francisco | $3.0B | 197 |
| Point Olema Capital Partners, L.P.SAN Francisco | $2.9B | 17 |
| Asset Dedication, LLCSAN Francisco | $2.9B | 1,986 |
| Hollencrest Capital ManagementNewport Beach | $2.9B | 461 |
| Veris Wealth Partners, LLCOakland | $2.9B | 316 |
| Cooper McManusIrvine | $2.9B | 3,379 |
Background
Questions
How much does Fort Point Capital Partners LLC manage?
Fort Point Capital Partners LLC reports $2.9B in regulatory assets under management across 1,918 accounts, 79% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Fort Point Capital Partners LLC have?
It reports 431 individual clients: 346 high-net-worth individuals and 85 other individuals. Individuals account for about 85% of its regulatory assets.
Where is Fort Point Capital Partners LLC headquartered?
Its main office is in SAN Francisco, California. It reports 5 offices in total and 32 employees, 17 of whom perform investment advisory functions.
How does Fort Point Capital Partners LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Fort Point Capital Partners LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($1.3B); Fidelity ($854M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Fort Point Capital Partners LLC a hybrid RIA with a broker-dealer?
Fort Point Capital Partners LLC is a hybrid RIA: 11 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Fort Point Capital Partners LLC a fiduciary?
As an SEC-registered investment adviser, Fort Point Capital Partners LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 11 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Fort Point Capital Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →