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ALPHAPOINT, INC.
CRD 130115File 801-62719
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.56B
Top 25% of cohort (national)
Discretionary AUM
$39.1M
Non-discretionary $5.52B
Clients
115
115 accounts
Employees
1
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 20, 2004
- Principal office
- 2101 EAST COAST HIGHWAY, SUITE 120, CORONA DEL MAR, CA, 92625
- Phone
- 714-290-4762
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.56B
- Discretionary AUM
- $39.1M
- Non-discretionary AUM
- $5.52B
- Discretionary accounts
- 2
- Non-discretionary accounts
- 113
- Total accounts
- 115
- AUM per client
- $48.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 115 | $5.56B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.