Joseph Sroka
Novapoint Capital · Atlanta, Georgia
Joseph Sroka is a fee-only financial advisor at Novapoint Capital in Atlanta, Georgia, who holds the CFA credential. Novapoint Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Novapoint Capital |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $536.2M across 812 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 2281069 |
| Exams passed | Series 63 (1992) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.novapointcapital.com |
| Profile |
How Joseph's firm compares
- Novapoint Capital's average account is about $660,000, from its Form ADV (assets managed divided by 812 accounts).
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Questions about Joseph
Is Joseph Sroka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Novapoint Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Novapoint Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Sroka based?
Joseph Sroka is based in Atlanta, Georgia.
What credentials does Joseph Sroka hold?
Joseph Sroka holds the CFA credential.
Is Joseph Sroka registered with the SEC?
Yes. Joseph Sroka is registered as an investment adviser representative in GA (CRD 2281069), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Novapoint Capital manage?
Novapoint Capital reports $536.2M across 812 accounts in assets under management.
How do I contact Joseph Sroka?
Through Joseph's website, www.novapointcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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