StilLPoint Wealth Management, LLC (Atlanta)


StilLPoint Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $531.97 million of regulatory assets for 863 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arkansas, California, Florida, and 9 other states.

StilLPoint Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

StilLPoint Wealth Management: assets under management

The assets under management (AUM) of StilLPoint Wealth Management, LLC is $531.97 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $498.61 million in discretionary accounts and $33.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $605.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $855.52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay StilLPoint Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at StilLPoint Wealth Management, LLC

Brian Lee Nygaard has been acting as President since 1 Jan 2005. Sharon Donnell Williams joined the executive team most recently as the Compliance Assistant / Principal.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Henry Lester Brenner Chief financial officer - finop 1 Jan 2004 Other 29906
James Wesley Grace Registered principal 1 Jan 2004 Other 2372531
Robert Blane Brooks Ceo 1 Jan 2004 Other 1470035
Ralph Weakley Visco Cco, shrop, crop, muni principal 1 Jan 2004 Other 455042
Inc. Stillpoint Advisors Owner 1 Jan 2004 75% - 100% 02-0666334
Michael Sean Macdonald Managing director of investment management 1 Jul 2004 Other 2318134
Sharon Donnell Williams Compliance manager 1 Jul 2004 Other 1325287
James Edward Jr Thomas Ceo 1 Aug 2004 Other 845957
James Francis Iii Winters Chief financial officer - finop 1 Oct 2004 Other 4189174
Henry Lester Brenner Financial & operations principal 1 Nov 2004 Other 29906
Brian Lee Nygaard President/ceo 1 Jan 2005 Other 1257931
Lori Dunn Mayfield Cfo/finop 1 Feb 2005 Other 4899271
James Edward Jr Thomas Registered principal/aml compliance officer 1 Aug 2005 Other 845957
John Franklin Ray President / ceo 1 Aug 2005 Other 1190355
Sharon Donnell Williams Compliance assistant / principal 1 Oct 2005 Other 1325287
Patricia Jean Posada Chief compliance officer - principal 1 Oct 2005 Other 1597807

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
First Tennessee National Corp. Shareholder 1 Mar 2004 25% - 50% 62-0803242

Based in Atlanta

The principal office where StilLPoint Wealth Management, LLC performs its advisory services is located at 950 E Paces Ferry Road, Atlanta, GA 30326, which is also the mailing address of the firm. An additional office of the firm is in Memphis, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-467-0771 or by fax 404-467-7920. The normal business hours are 8:00 am est to 5:00 pm est on Monday - Friday. You can find more information about the New York firm at www.heritagellc.com.