VIEWPOINT CAPITAL MANAGEMENT
VIEWPOINT CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for VIEWPOINT CAPITAL MANAGEMENT last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 206 | $140.9M |
| Non-Discretionary | 24 | $36.7M |
| Total | 230 | $177.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 57 | $18.5M |
| HNW Individuals | 50 | $159.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
MADRONA PLAZA1421 34TH AVENUE, SUITE 214
SEATTLE
WA
United States
Monday - Friday, 8:30AM - 4:00PM
Tel: 206-219-1410, Fax: 206-219-1455
Websites
Chief Compliance Officer
RYAN SAWYER
MANAGER, CCO
MADRONA PLAZA
1421 34TH AVE. SUITE 214
SEATTLE
WA
United States
Tel:
206-219-1410
R***@**********************M
(Full email address available in API data)
Regulatory Contact
RYAN SAWYER
MANAGER
MADRONA PLAZA
1421 34TH AVENUE, SUITE 214
SEATTLE
WA
United States
Tel:
206-219-1410
Fax:
206-219-1455
R***@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SAWYER, RYAN, P | Individual | – | MANAGER, CHIEF COMPLIANCE OFFICER | 08/2011 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| A T & T INC | COMMON STOCK | 608K | 32K | – |
| ISHARES MSCI EMERGING MARKETS ETF | UIT EXCHANGE TRADED | 2M | 40K | – |
| ISHARES RUSSELL MID CAP VALUE ETF | UIT EXCHANGE TRADED | 1M | 9K | – |
| EXXON MOBIL CORP | COMMON STOCK | 2M | 13K | – |
| ISHARES MORN SMALL CAP VALUE ETF | UIT EXCHANGE TRADED | 3M | 46K | – |
| ISHARES GLOBAL CLEAN ENERGY ETF | UIT EXCHANGE TRADED | 125 | 9 | – |
| PORCH GROUP INC | COMMON STOCK | 273K | 181K | – |
| SPDR GOLD SHARES ETF | UIT EXCHANGE TRADED | 229K | 1K | – |
| SELECT STR FINANCIAL SELECT SPDR ETF | UIT EXCHANGE TRADED | 598K | 15K | – |
| INVSC QQQ TRUST SRS 1 ETF IV | UIT EXCHANGE TRADED | 994K | 2K | – |
| PROSHARES ULTRAPRO QQQ ETF | UIT EXCHANGE TRADED | 524K | 7K | – |
| WISDOMTREE EMRG MRKT HG DIV ETF | UIT EXCHANGE TRADED | 25K | 580 | – |
| ISHARES CORE S&P SMALL CAP ETF | UIT EXCHANGE TRADED | 3M | 29K | – |
| WISDOMTREE INTL MIDCAP DIVIDEND ETF | UIT EXCHANGE TRADED | 3K | 50 | – |
| META PLATFORMS INC CLASS A | COMMON STOCK | 1M | 2K | – |
| GE VERNOVA INC | COMMON STOCK | 695K | 4K | – |
| SPDR S&P 500 ETF | UIT EXCHANGE TRADED | 1M | 2K | – |
| ZILLOW GROUP INC | COMMON STOCK | 708K | 15K | – |
| SPDR S&P BANK ETF | UIT EXCHANGE TRADED | 13K | 275 | – |
| ISHARES MSCI BRAZIL ETF | UIT EXCHANGE TRADED | 392K | 14K | – |
| WISDOMTREE INTL SMALLCP DIVIDEND ETF | UIT EXCHANGE TRADED | 411K | 6K | – |
| CLOROX CO | COMMON STOCK | 1M | 8K | – |
| GE AEROSPACE | COMMON STOCK | 3M | 16K | – |
| ISHARES INDIA 50 ETF | UIT EXCHANGE TRADED | 322K | 6K | – |
| AMERICAN INTL GROUP | COMMON STOCK | 3M | 43K | – |
| WISDOMTREE INTERNATIONALEQY ETF | UIT EXCHANGE TRADED | 220K | 4K | – |
| KIMBERLY CLARK CORP | COMMON STOCK | 261K | 2K | – |
| ENERGY SELECT SECTOR SPDR ETF | UIT EXCHANGE TRADED | 284K | 3K | – |
| SPDR FUND MATERIALS SELECT SECTR ETF | UIT EXCHANGE TRADED | 5K | 60 | – |
| ISHARES CORE S&P US VALUE ETF | UIT EXCHANGE TRADED | 16K | 180 | – |
| BANK OF AMERICA CORP | COMMON STOCK | 6M | 159K | – |
| EMERSON ELECTRIC CO | COMMON STOCK | 433K | 4K | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF | UIT EXCHANGE TRADED | 739K | 15K | – |
| SANA BIOTECHNOLOGY INC | COMMON STOCK | 129K | 24K | – |
| ISHARES CORE S&P US GROWTH ETF | UIT EXCHANGE TRADED | 94K | 734 | – |
| ISHARES MSCI HONG KONG ETF | UIT EXCHANGE TRADED | 95K | 6K | – |
| J P MORGAN CHASE & CO | COMMON STOCK | 1M | 7K | – |
| HOME DEPOT INC | COMMON STOCK | 2M | 7K | – |
| ISHARES US REGIONAL BANKS ETF | UIT EXCHANGE TRADED | 331K | 8K | – |
| VANGUARD TOTAL STOCK MARKET ETF | UIT EXCHANGE TRADED | 1M | 5K | – |
| INTUITIVE SURGICAL | COMMON STOCK | 300K | 675 | – |
| MICROSOFT CORP | COMMON STOCK | 6M | 14K | – |
| ISHARES MSCI EAFE ETF | UIT EXCHANGE TRADED | 982K | 13K | – |
| GENUINE PARTS CO | COMMON STOCK | 241K | 2K | – |
| APPLE INC | COMMON STOCK | 3M | 15K | – |
| ISHARES MSCI ISRAEL ETF | UIT EXCHANGE TRADED | 10K | 160 | – |
| WISDOMTREE US MIDCAP DIVIDEND ETF | UIT EXCHANGE TRADED | 119K | 3K | – |
| REAL ESTATE SELECT SCTR SPDR ETF | UIT EXCHANGE TRADED | 53K | 1K | – |
| DEERE & CO | COMMON STOCK | 339K | 906 | – |
| ISHARES MSCI SWEDEN ETF | UIT EXCHANGE TRADED | 229K | 6K | – |
| ISHARES MSCI CANADA ETF | UIT EXCHANGE TRADED | 92K | 2K | – |
| ISHARES IBOXX INVT GRADEBOND ETF | UIT EXCHANGE TRADED | 60K | 562 | – |
| PEPSICO INC | COMMON STOCK | 2M | 15K | – |
| PROCTER & GAMBLE | COMMON STOCK | 3M | 19K | – |
| ISHARES US REAL ESTATE ETF | UIT EXCHANGE TRADED | 304K | 3K | – |
| VANGUARD GROWTH ETF | UIT EXCHANGE TRADED | 525K | 1K | – |
| SPDR S&P REGIONAL BANKING ETF | UIT EXCHANGE TRADED | 433K | 9K | – |
| THE COCA-COLA CO | COMMON STOCK | 356K | 6K | – |
| BECTON DICKINSON&CO | COMMON STOCK | 234K | 1K | – |
| GE HEALTHCARE TECHNOLOGI | COMMON STOCK | 416K | 5K | – |
| ISHARES SELECT DIVIDEND ETF | UIT EXCHANGE TRADED | 1M | 9K | – |
| ISHARES BIOTECHNOLOGY ETF | UIT EXCHANGE TRADED | 107K | 780 | – |
| ISHARES MSCI AUSTRALIA ETF | UIT EXCHANGE TRADED | 102K | 4K | – |
| ALPHABET INC. CLASS A | COMMON STOCK | 973K | 5K | – |
| SPDR S&P HOMEBUILDERS ETF | UIT EXCHANGE TRADED | 5M | 50K | – |
| WALT DISNEY CO | COMMON STOCK | 409K | 4K | – |
| ALTRIA GROUP INC | COMMON STOCK | 893K | 20K | – |
| ISHARES NATIONAL MUNI BOND ETF | UIT EXCHANGE TRADED | 11K | 100 | – |
| WISDOMTREE US SMALLCAP DIVIDEND ETF | UIT EXCHANGE TRADED | 89K | 3K | – |
| ISHARES US INDUSTRIALS ETF | UIT EXCHANGE TRADED | 28K | 235 | – |
| ISHARES TIPS BOND ETF | UIT EXCHANGE TRADED | 198K | 2K | – |
| VANGUARD SMALL CAP ETF | UIT EXCHANGE TRADED | 2M | 10K | – |
| ISHARES CORE MSCI EUROPEETF | UIT EXCHANGE TRADED | 857K | 15K | – |
| WISDOMTREE INDIA EARNINGS ETF | UIT EXCHANGE TRADED | 1M | 24K | – |
| CATERPILLAR INC | COMMON STOCK | 4M | 13K | – |
| STARBUCKS CORP | COMMON STOCK | 350K | 4K | – |
| ALPHABET INC. CLASS C | COMMON STOCK | 1M | 6K | – |
| CHARLES SCHWAB CORP | COMMON STOCK | 368K | 5K | – |
| ISHARES MSCI GERMANY ETF | UIT EXCHANGE TRADED | 1M | 37K | – |
| ISHARES RUSSELL 2000 VALUE ETF | UIT EXCHANGE TRADED | 5M | 35K | – |
| VANGUARD CONSUMER DISCRETIONARY ETF | UIT EXCHANGE TRADED | 163K | 521 | – |
| ISHARES US HEALTHCARE ETF | UIT EXCHANGE TRADED | 1K | 20 | – |
| VANGUARD FINANCIALS ETF | UIT EXCHANGE TRADED | 122K | 1K | – |
| VGRD FTSE ALL WRLD EX USSML CAP ETF | UIT EXCHANGE TRADED | 3M | 28K | – |
| VANGUARD S&P 500 ETF | UIT EXCHANGE TRADED | 9M | 18K | – |
| DIREXION DAILY SMALL CAPBULL 3X ETF | UIT EXCHANGE TRADED | 521K | 14K | – |
| VANGUARD FTSE EMERGING MARKETS ETF | UIT EXCHANGE TRADED | 1M | 27K | – |
| ABBVIE INC | COMMON STOCK | 524K | 3K | – |
| JOHNSON & JOHNSON | COMMON STOCK | 2M | 13K | – |
| ISHARES MSCI NETHERLANDSETF | UIT EXCHANGE TRADED | 313K | 6K | – |
| BRISTOL-MYERS SQUIBB | COMMON STOCK | 1M | 28K | – |
| ISHARES CORE MSCI EMERGING ETF | UIT EXCHANGE TRADED | 66K | 1K | – |
| WATERS CORP | COMMON STOCK | 236K | 815 | – |
| PNC FINL SERVICES | COMMON STOCK | 313K | 2K | – |
| DIREXION DLY RGNL BNK BUL 3X ETF | UIT EXCHANGE TRADED | 155K | 2K | – |
| ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | AMERICAN DEPOSITORY | 265K | 4K | – |
| BAUSCH HEALTH COS INC F | FOREIGN CANADIAN | 139K | 20K | – |
| VANGUARD INFORMATION TECHNOLOGY ETF | UIT EXCHANGE TRADED | 217K | 377 | – |
| ADMA BIOLOGICS INC | COMMON STOCK | 228K | 20K | – |
| MERCK & CO. INC. | COMMON STOCK | 467K | 4K | – |
| NVIDIA CORP | COMMON STOCK | 9M | 70K | – |
| GENERAL MILLS INC | COMMON STOCK | 526K | 8K | – |
| CLOVER HEALTH INVTS CO FCLASS A | FOREIGN ORDINARIES | 38K | 31K | – |
| ISHARES IBOXX HIGH YIELDBOND ETF | UIT EXCHANGE TRADED | 28K | 362 | – |
| ISHARES RUSSELL 1000 GROWTH ETF | UIT EXCHANGE TRADED | 132K | 362 | – |
| COSTCO WHOLESALE CO | COMMON STOCK | 2M | 3K | – |
| ISHARES RUSSELL MID CAP GROWTH ETF | UIT EXCHANGE TRADED | 662K | 6K | – |
| GOLDMAN SACHS GROUP | COMMON STOCK | 574K | 1K | – |
| ISHARES GOLD ETF | UIT EXCHANGE TRADED | 467K | 11K | – |
| AMAZON.COM INC | COMMON STOCK | 24M | 123K | – |
| ISHARES PREFERRED INCOMESEC ETF | UIT EXCHANGE TRADED | 27K | 859 | – |
| TESLA INC | COMMON STOCK | 4M | 19K | – |
| ORACLE CORP | COMMON STOCK | 2M | 17K | – |
| ISHARES MSCI EUROPE FINANCIALS ETF | UIT EXCHANGE TRADED | 3M | 129K | – |
| SPDR S&P BIOTECH ETF | UIT EXCHANGE TRADED | 278K | 3K | – |
| ISHARES SHORT TERM NTNL MUN BND ETF | UIT EXCHANGE TRADED | 5K | 50 | – |
| UBER TECHNOLOGIES INC | COMMON STOCK | 271K | 4K | – |
| ISHARES MSCI SOUTH AFRICA ETF | UIT EXCHANGE TRADED | 23K | 540 | – |
| ST JOE CO | COMMON STOCK | 377K | 7K | – |
| KRANESHARES CSI CHINA INTERNET ETF | UIT EXCHANGE TRADED | 2M | 64K | – |
| DIREXION DAILY GOOGL BULL 2X ETF | UIT EXCHANGE TRADED | 330K | 7K | – |
| CITIGROUP INC | COMMON STOCK | 4M | 62K | – |
| ISHARES MSCI SOUTH KOREAETF | UIT EXCHANGE TRADED | 66 | 1 | – |
| BLACKBERRY LTD F | FOREIGN CANADIAN | 50K | 20K | – |
| ISHARES CHINA LARGE CAP ETF | UIT EXCHANGE TRADED | 2M | 59K | – |
| DIREXION DAILY FINANCIALBULL 3X ETF | UIT EXCHANGE TRADED | 323K | 3K | – |
| DIREXION DLY FTSE CHNA BUL 3X ETF | UIT EXCHANGE TRADED | 308K | 14K | – |
| 3M CO | COMMON STOCK | 436K | 4K | – |
| AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | 33K | 16K | – |
| VANGUARD MID CAP ETF | UIT EXCHANGE TRADED | 2K | 9 | – |
| ISHARES TRT IS 5-10 INV GR CR BD ETF | UIT EXCHANGE TRADED | 7K | 142 | – |
| MORGAN STANLEY | COMMON STOCK | 1M | 12K | – |
| ISHARES MSCI JAPAN ETF | UIT EXCHANGE TRADED | 364K | 5K | – |
| VANGUARD INDUSTRIALS ETF | UIT EXCHANGE TRADED | 141K | 600 | – |
| ISHARES S&P SMALL CAP 600 ETF | UIT EXCHANGE TRADED | 15K | 150 | – |
| ISHARES RUSSELL 2000 ETF | UIT EXCHANGE TRADED | 704K | 3K | – |
| KB HOME | COMMON STOCK | 398K | 6K | – |
| VANGUARD FTSE EUROPE ETF | UIT EXCHANGE TRADED | 3K | 50 | – |
| BERKSHIRE HATHAWAY CLASS B | COMMON STOCK | 458K | 1K | – |