Elevation Point has added another independent advisory firm to its growing portfolio, taking a minority stake in newly formed Atlanta-based RIA Hampton Bluff Capital Partners.
The breakaway team that previously managed approximately $1.3 billion at UBS Private Wealth Management, where they operated as Odyssey Wealth Management is led by managing partners Krunch Kloberdanz and Justin Runager and focuses on serving entrepreneurs, high-net-worth families, family offices, foundations and corporate executives seeking integrated planning and capital markets access.
"We have always considered our clients to be extensions of our own families, and we believe founding Hampton Bluff is the best way forward to help them meet their goals across multiple generations," said Kloberdanz. "By bringing everything our clients need under one roof, we can help them navigate every stage and every major life event with even greater clarity, continuity, and confidence, reinforcing the high-touch support they've come to rely on from us."
Elevation Point’s approach centers on minority ownership positions paired with operational and strategic support for advisory teams transitioning away from large institutions. Through the partnership, Hampton Bluff will gain access to investment banking support, lending resources, capital-raising capabilities and municipal finance expertise.
Custody services will be provided through Schwab and Goldman Sachs Custodian Solutions as part of Elevation Point’s broader collaboration with Goldman Sachs, while Hampton Bluff will leverage trust and estate planning technology through Elevation Point’s partnership with fintech firm Vanilla, aimed at simplifying complex planning workflows and documentation for clients with sophisticated needs.
Jim Dickson, founding partner and CEO of Elevation Point, said the Atlanta team’s client base and advisory model positioned it well for independence.
"Krunch and Justin have built an exceptional team, combining deep expertise with an unwavering commitment to delivering thoughtful, high-touch advice to every client they serve," he said. "For a team that serves entrepreneurs and business leaders every day, building an independent firm is a natural next step—and a powerful foundation for scalable, long-term growth."
The investment in Hampton Bluff continues Elevation Point’s expansion strategy, which has focused on backing independent advisory teams emerging from wirehouses.
Since launching roughly 19 months ago, the firm has partnered with RIAs representing nearly $13.2 billion in client assets, including recent investments in Atlanta-based Harbor View Private Wealth, Indianapolis firm Forta Wealth Partners, and Loxahatchee Capital, a multi-family office in Tequesta, Florida, managing $1.4 billion in assets, who were another UBS breakaway team.
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