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COUNTERPOINT ASSET MANAGEMENT LLC

Advisory

SAN DIEGO, CA

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in CA
#2,890
of 5,480 advisers by AUM
Average account
$336K
across 270 accounts
AUM per adviser
$23M
4 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM
$91M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$91M
Discretionary AUM$91M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients270
Team
Total Employees6
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC
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$91M
-12.1% 1Y
DUNCAN DAVID ALFRED
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$91M
-3.6% 1Y
WALLER FINANCIAL COACHING, INC.
CHICO, CA
$91M
HUMPHREYS HENRIETTA GROUP
SAN FRANCISCO, CA
$91M
+41.3% 1Y
WEIR CAPITAL MANAGEMENT LLC
WALNUT CREEK, CA
$91M
+94.5% 1Y
MONVIA FINANCIAL L.P.
WALNUT CREEK, CA
$90M

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