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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 528 | 743 | increased by215 |
| Apr 1, 2026 | AUM | $263,486,257 | $381,250,022 | increased by$117,763,765 |
| Apr 1, 2026 | Accounts | 1,322 | 1,792 | increased by470 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 28 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 550 | 528 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $242,458,366 | $263,486,257 | increased by$21,027,891 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,364 | 1,322 | decreased by42 |
| Apr 1, 2022 | Employees | 13 | 15 | increased by2 |
| Apr 1, 2022 | Clients | 499 | 550 | increased by51 |
| Apr 1, 2022 | AUM | $159,805,112 | $242,458,366 | increased by$82,653,254 |
| Apr 1, 2022 | Accounts | 1,054 | 1,364 | increased by310 |
| Oct 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Oct 1, 2021 | Custody | No | Yes | |
| Oct 1, 2021 | AUM | $0 | $159,805,112 | increased by$159,805,112 |
| Oct 1, 2021 | Accounts | 0 | 1,054 | increased by1,054 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LANDING POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LANDING POINT” may also match similarly-named firms). Confirm identity against each filing.
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.