Fort Point Capital Partners Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.3B
- Clients
- 441
- Avg AUM / client
- $6.6M
- Accounts
- 1,918
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 85 | $30.4M | 1.05% |
| High net worth individuals | 346 | $2.4B | 84.4% |
| Pooled investment vehicles (non-investment companies) | 10 | $421M | 14.6% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $365M combined gross assets
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ralph Melville Drybrough | Managing Member | Jan 2008 (19y) | 50% – 75% | |
| Paul Robert Touchstone | Managing Member | CFA | Apr 2012 (14y) | 10% – 25% |
| Johnson, Heidi, Ann | Chief Compliance Officer | Jul 2017 (9y) | Less than 5% | |
| Robin Ticknor Brinckerhoff | Member | CFP | Jul 2017 (9y) | Less than 5% |
| Timothy Todd Mcdowell | Managing Member | Dec 2017 (9y) | 5% – 10% | |
| Roy Haya | Member | Nov 2022 (4y) | 5% – 10% | |
| Mark Allan Anderson | Registered representative | CFP | Jun 2016 (10y) | |
| John Hugh Mcdevitt | Registered representative | Sep 2020 (6y) | ||
| Olusola Awofala | Registered representative | Sep 2021 (5y) | ||
| Nicholas Scott King | Registered representative | Oct 2021 (5y) | ||
| Joseph Wade Pitts | Registered representative | CFP | Nov 2022 (4y) | |
| Eric Thomas Miller | Registered representative | CFP | Apr 2023 (3y) | |
| Jonathan Lucas Maier | Registered representative | CFP | Mar 2024 (2y) | |
| Andrew Booth Boughan | Registered representative | Aug 2024 (2y) | ||
| Frederick P Bruenner | Registered representative | CFA | Sep 2024 (2y) | |
| Christopher J Blassick | Registered representative | CFP | Nov 2024 (2y) | |
| Chad R Demartini | Registered representative | Apr 2025 (1y) | ||
| David Menzies Haselwood | Registered representative | Dec 2025 (1y) | ||
| Nicholas Vincent Deans | Registered representative | Jan 2026 (1y) | ||
| Jacob David Mahoney | Registered representative | Mar 2026 (0y) | ||
| Tyler Joseph Sloan | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $365M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.96 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (45% of AUM) Mar 2026
- Fidelity Brokerage Services $854M (30% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗