Pointe Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and retirement plan services.
Pointe Capital Management reports 188 clients. They include 89 high-net-worth individuals, 85 individual clients, and 8 corporations and other businesses. Of its assets, 100.0% ($452M across 451 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 9% |
| High-net-worth individuals | 47% | 73% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 3% | 3% |
| Corporations and other businesses | 4% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 85 | $39.9M | 8.8% | $469K |
| High-net-worth individuals | 89 | $329M | 72.7% | $3.7M |
| Pension and profit-sharing plans | 1 | $4.09M | 0.9% | $4.09M |
| Charitable organizations | 5 | $14.5M | 3.2% | $2.9M |
| Corporations and other businesses | 8 | $64.9M | 14.4% | $8.12M |
| Total | 188 | $452M | 100% | $2.41M |
- Clients
- 85
- Regulatory AUM
- $39.9M
- AUM share
- 8.8%
- Avg. per client
- $469K
- Clients
- 89
- Regulatory AUM
- $329M
- AUM share
- 72.7%
- Avg. per client
- $3.7M
- Clients
- 1
- Regulatory AUM
- $4.09M
- AUM share
- 0.9%
- Avg. per client
- $4.09M
- Clients
- 5
- Regulatory AUM
- $14.5M
- AUM share
- 3.2%
- Avg. per client
- $2.9M
- Clients
- 8
- Regulatory AUM
- $64.9M
- AUM share
- 14.4%
- Avg. per client
- $8.12M
Total
- Clients
- 188
- Regulatory AUM
- $452M
- AUM share
- 100%
- Avg. per client
- $2.41M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Pointe Capital Management charges 0.75%–1.00% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Jeffrey Huebner owns 75% or more of Pointe Capital Management. It has 6 employees, 5 of them in advisory roles.
Leadership
- Colin DarkeCCO
Jeffrey HuebnerManaging Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Pointe Capital Management LLC
Jeffrey Huebner
Control person · since April 2011
Pointe Capital Management’s regulatory assets grew 1.6× from $284M (March 2021) to $452M (March 2026); clients rose from 127 to 188 and employees fell from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $452M | 188 | 6 | 1 |
| March 2025 | $437M | 187 | 6 | 1 |
| June 2024 | $388M | 197 | 6 | 1 |
| March 2023 | $346M | 187 | 7 | 1 |
| March 2022 | $413M | 197 | 7 | 1 |
| March 2021 | $284M | 127 | 7 | 1 |
Besides its headquarters, Pointe Capital Management has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 102 Kercheval Avenue, Suite 200, Grosse Pointe FarmsHQ
Contact and registration details
- Legal name
- Pointe Capital Management LLC
- Headquarters
- 102 Kercheval Avenue, Suite 200, Grosse Pointe Farms, MI 48236
- Website
- pointecapitalmanagement.com
- Phone
- 313-882-7100
- @pointecapital
- SEC file
- 801-70983
- Founded
- 2010
- Structure
- Michigan LLC
- Fiscal year end
- December
Pointe Capital Management uses Pershing ($446M) as custodian for its separately managed accounts. Pointe Capital Management does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $446M100%
At year end, Pointe Capital Management’s separately managed accounts were largely in stocks (48%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $223M across 157 positions; the largest are iShares Russell 1000 Growth ETF (9.0%), Vanguard High Dividend Yield Index ETF (7.0%) and Vanguard Short-term Corporate Bond ETF (5.9%).
What the accounts hold
- Stocks48%
- Funds36%
- Bonds6%
- U.S. government and agency bonds5%
- State and local bonds1%
- Cash10%
Reported 13F holdings
- $223M
- Reported 13F value
- 157
- Positions
- 44.2%
- In the 10 largest
- +10.7%
- Value vs. prior quarter
- iShares Russell 1000 Growth ETFETF9.0%
- Vanguard High Dividend Yield Index ETFETF7.0%
- Vanguard Short-term Corporate Bond ETFETF5.9%
- iShares 1-3 YR Treasury Bond ETFETF5.0%
- iShares Russell 1000 Value ETFETF3.7%
- iShares Core MSCI Emerging Markets ETFETF3.7%
- Apple Inc.3.1%
- Berkshire Hathaway Inc. Del CL B New2.7%
- SPDR Gold ETFETF2.5%
- iShares MSCI Eafe ETFETF1.6%
Together, the ten largest are 44.2% of reported value.
How many clients does Pointe Capital Management have?
Pointe Capital Management has 188 clients and manages $452 million for them, as of March 2026. They include 89 high-net-worth individuals, 85 individual clients, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Pointe Capital Management offer?
Pointe Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Pointe Capital Management charge?
Pointe Capital Management charges 0.75%–1.00% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Source: POINTE CAPITAL MANAGEMENT ADV 2A MARCH 2026, filed 31 March 2026
Which custodians does Pointe Capital Management use?
Pointe Capital Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $446M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Pointe Capital Management have?
Pointe Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pointe Capital Management invest in?
At the end of its last fiscal year, Pointe Capital Management’s separately managed accounts held 48% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 5% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Pointe Capital Management have a minimum investment?
Yes, Pointe Capital Management’s minimum account size for its Investment Management Services is $1M.
Source: POINTE CAPITAL MANAGEMENT ADV 2A MARCH 2026, filed 31 March 2026
Who owns Pointe Capital Management?
Pointe Capital Management’s direct owner is Jeffrey Huebner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Pointe Capital Management get paid?
Pointe Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pointe Capital Management?
Pointe Capital Management’s main office is at 102 Kercheval Avenue, Suite 200, Grosse Pointe Farms, MI 48236. Its phone number is 313-882-7100. Its website is pointecapitalmanagement.com.