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POINTOAK RETIREMENT ADVISORS
Legal name: POINTOAK RETIREMENT ADVISORS, LLC
CRD 314866File 801-122008
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$11.9M
Non-discretionary $1.07B
Clients
103
117 accounts
Employees
3
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 2, 2021
- Principal office
- 1751 PINNACLE DR, STE 600, MCLEAN, VA, 22102
- Phone
- 703-595-4444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $11.9M
- Non-discretionary AUM
- $1.07B
- Discretionary accounts
- 34
- Non-discretionary accounts
- 83
- Total accounts
- 117
- AUM per client
- $10.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $2.7M |
| Pension and profit sharing plans | 83 | $1.07B |
| Individuals (other than high net worth individuals) | 19 | $9.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- 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
- 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.