BLUE POINT FINANCIAL, INC.

CRD 299688File 801-132922

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$152.7M

Bottom 25% of cohort (national)

Discretionary AUM

$142.4M

Non-discretionary $10.2M

Clients

187

504 accounts

Employees

Bottom 25% of cohort in ME

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Jun 4, 2025
Principal office: 243 US-1, SCARBOROUGH, ME, 04074
Phone: 207-883-2009
Website: https://www.linkedin.com/in/justin-beauregard-2229aa11/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $152.7M
Discretionary AUM: $142.4M
Non-discretionary AUM: $10.2M
Discretionary accounts: 489
Non-discretionary accounts: 15
Total accounts: 504
AUM per client: $816K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	68	$106.2M
Pension and profit sharing plans	Fewer than 5	$6.4M
Individuals (other than high net worth individuals)	119	$40.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — 12(B)-1 FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.