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LANDING POINT FINANCIAL GROUP
Legal name: LPFG, LLC
CRD 312978File 801-121247
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$381.3M
Below cohort median (national)
Discretionary AUM
$337.9M
Non-discretionary $43.3M
Clients
743
1,792 accounts
Employees
28
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 19, 2021
- Principal office
- 36901 AMERICAN WAY, SUITE 7, AVON, OH, 44011
- Phone
- 440-365-9100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $381.3M
- Discretionary AUM
- $337.9M
- Non-discretionary AUM
- $43.3M
- Discretionary accounts
- 1,628
- Non-discretionary accounts
- 164
- Total accounts
- 1,792
- AUM per client
- $513K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $122K |
| High net worth individuals | 100 | $210.1M |
| Individuals (other than high net worth individuals) | 642 | $171.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- 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.