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VANTAGE POINT FINANCIAL, LLC
Legal name: VANTAGE POINT FINANCIAL LLC
CRD 305016File 801-122708
APPROVED
Retail clients
Custody
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$484.6M
Above cohort median (national)
Discretionary AUM
$438.5M
Non-discretionary $46.1M
Clients
566
1,683 accounts
Employees
17
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 17, 2021
- Principal office
- 2443 WARRENVILLE ROAD, SUITE 630, LISLE, IL, 60532
- Phone
- (331) 204-6212
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $484.6M
- Discretionary AUM
- $438.5M
- Non-discretionary AUM
- $46.1M
- Discretionary accounts
- 1,535
- Non-discretionary accounts
- 148
- Total accounts
- 1,683
- AUM per client
- $856K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 153 | $337.3M |
| Individuals (other than high net worth individuals) | 413 | $147.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 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.