Vantage Point Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lisle, IL. Its latest Form ADV filing, dated March 30, 2026, reports $485M in regulatory assets under management, 17 employees, 2 offices, and 1,683 accounts.
Assets Under Management
$485M
Employees
17
Offices
2 offices
Total Clients
566
Primary office
LISLE, IL
2443 WARRENVILLE ROAD, SUITE 630, LISLE, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.0% of total clients.
Top client categories% of clientsClients
1
Individuals
73.0%
413
2
HNWI
27.0%
153
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$485Mas of March 30, 2026
Discretionary90.5%
$438M
90% of total RAUM90.5%
Non-discretionary9.5%
$46M
10% of total RAUM9.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$485M
Total Accounts1,683
10Y AUM Change+$361M (+292.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee33:1
10Y Employee Change+11 (+183.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.