#United States #Atlanta #RIA #Elevation Point #Hampton Bluff

Hampton Bluff Capital Partners Launches in Atlanta

In a significant move for the wealth management industry, Hampton Bluff Capital Partners has officially launched as an independent Registered Investment Advisor (RIA) based in Atlanta. This new venture, which operates in partnership with Elevation Point, aims to provide holistic financial services tailored to the needs of a diverse clientele, including entrepreneurs, high-net-worth (HNW) individuals, family offices, foundations, and corporations.

The firm's leadership includes Co-Founders Krunch Kloberdanz, CFA®, and Justin Runager, both of whom bring a wealth of experience to the table—from their previous engagement with Odyssey Wealth Management under UBS Private Wealth Management. With over $1.3 billion in assets under management, the team opted for independence to better cater to their clients' evolving needs across generations.

Kloberdanz emphasizes the firm's philosophy: "We have always viewed our clients as extensions of our own families. Establishing Hampton Bluff was a strategic decision to meet their goals with deeper planning and insights across their wealth portfolios." The firm aims to provide a unified approach, bringing all necessary services under one roof, facilitating seamless navigation through various life events for its clients—an assurance of continuity and clarity.

The Role of Elevation Point

Elevation Point, known for serving independent advisors and breakaway firms, has made a strategic minority investment in Hampton Bluff, providing the new firm with a robust framework to offer services that extend beyond traditional wealth management. The partnership ensures access to investment banking, lending, capital raising, and municipal finance services—essentially creating a comprehensive ecosystem for its clients.

Additionally, custody services will be facilitated by Schwab and Goldman Sachs, thanks to Elevation Point's collaboration. This partnership aims to enhance operational efficiencies while delivering sophisticated tools for estate planning through the association with Vanilla, which provides advanced software designed specifically for complex trust and estate needs.

"Krunch and Justin have constructed a stellar team, deeply committed to delivering quality advice tailored to each client’s situation," says Jim Dickson, Founding Partner and CEO of Elevation Point. He highlights how moving to an independent model aligns with the aspirations of many investment professionals today, especially those focused on serving the dynamic needs of entrepreneurs and business leaders.

A Holistic Vision for Wealth Management

Hampton Bluff’s approach is centered around the belief that to effectively manage wealth, one must first understand the life goals of the clients. Justin Runager elaborates, stating, "Having access to complementary institutional-level tools is paramount. It allows us to present a comprehensive financial picture, aligning our clients' wealth with their personal aspirations."

With nearly $13.2 billion in client assets under supervision across various partnerships in less than two years, Elevation Point continues to build its presence in the wealth management space. Recent collaborations include partnerships with other independent firms, such as Harbor View Private Wealth and Forta Wealth Partners, further cementing its commitment to supporting independent advisors.

Conclusion

As Hampton Bluff Capital Partners embarks on this journey towards independence, it sets a clear vision: to provide high-touch, thoughtful advice while building lasting value for its clients. Elevation Point's innovative partnership structure emphasizes mutual growth, ensuring that both parties thrive in this evolving financial landscape. This aligns well with the current demand for personalized and comprehensive financial services that cater to the intricate needs of modern investors.

For more information on their services and partnership opportunities, visit Elevation Point's website.