You're signed outSign in or to get full access.
Novapoint Capital, LLC
NovaPoint Capital, LLC is an SEC-registered investment advisory firm headquartered in Atlanta, Georgia. Founded in October 2014 by Alan Conner and Joseph Sroka, NovaPoint manages portfolios for high net worth individuals, family offices, corporations, pensions, endowments, and foundations. The firm is known for its experienced leadership team, deep industry expertise, and a strong commitment to ethical standards. As of December 2021, NovaPoint managed over $331 million in assets and provides both direct investment management and sub-advisory services for other advisors.
Investment Strategy
NovaPoint Capital focuses on long-term investing, primarily in publicly traded companies that pay dividends. The firm employs a dividend growth investing strategy, constructing diversified equity portfolios typically composed of 30 to 50 stocks, selected using proprietary research. NovaPoint seeks companies run by shareholder-oriented managers, buying when the market price is at a significant discount to intrinsic value and selling when full value is recognized or if fundamentals deteriorate. The firm also uses equity REITs for real estate exposure, mutual funds/ETFs for smaller or specific asset class allocations, and fixed income strategies tailored to each client's objectives and risk profile. Investment policy statements are customized for each client to address unique goals and tolerances.
Latest 13F Filing Activity
Novapoint Capital, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 143 equity positions with a total 13F market value of $409M. The fund increased holdings in Ishares TR, SPDR Index SHS FDS, Apple Inc. among other positions. Novapoint Capital, LLC reduced exposure to Berkshire Hathaway Inc. Del, Accenture PLC Ireland, Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 3.69% | $15.1M | 192,670 | $46.87 | $78.34 | +$1.8M |
M MSFT | MICROSOFT CORP | 3.54% | $14.5M | 27,910 | $218.30 | $517.95 | +$1.4M |
A AAPL | APPLE INC | 3.42% | $14.0M | 54,965 | $104.86 | $254.63 | +$3.1M |
H HD | HOME DEPOT INC | 3.36% | $13.7M | 33,847 | $276.42 | $405.19 | +$1.8M |
N NVDA | NVIDIA CORPORATION | 3.26% | $13.3M | 71,305 | $56.88 | $186.58 | +$2.3M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | President | Atlanta, GA , United States | |
 | Managing Director and Portfolio Managment | Atlanta, GA , United States | |
T Tim Benbow | Managing Director and Portfolio Manager | Roswell, GA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more