ALLPOINT FINANCIAL GROUP

Legal name: ALLPOINT FINANCIAL GROUP LLC

CRD 301028File 801-136736

APPROVED

Retail clients

Filing as of Jun 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$116.8M

Bottom 25% of cohort (national)

Discretionary AUM

$116.8M

Clients

431

721 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jul 14, 2026
Principal office: 765 BAYWOOD DRIVE, SUITE 147, PETALUMA, CA, 94954
Phone: 707-303-7000
Website: https://allpointfg.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $116.8M
Discretionary AUM: $116.8M
Non-discretionary AUM: $0
Discretionary accounts: 721
Non-discretionary accounts: 0
Total accounts: 721
AUM per client: $271K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$42K
Charitable organizations	Fewer than 5	$24K
High net worth individuals	143	$80.1M
Pension and profit sharing plans	Fewer than 5	$150K
Individuals (other than high net worth individuals)	288	$36.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

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 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.