Landing Point Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Avon, OH. Its latest Form ADV filing, dated March 26, 2026, reports $381M in regulatory assets under management, 28 employees, 1 office, and 1,792 accounts.
Assets Under Management
$381M
Employees
28
Offices
1 office
Total Clients
743
Primary office
AVON, OH
36901 AMERICAN WAY, SUITE 7, AVON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.4% of total clients.
Top client categories% of clientsClients
1
Individuals
86.4%
642
2
HNWI
13.5%
100
3
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$381Mas of March 26, 2026
Discretionary88.6%
$338M
89% of total RAUM88.6%
Non-discretionary11.4%
$43M
11% of total RAUM11.4%
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.
Latest AUM$381M
Total Accounts1,792
10Y AUM Change+$381M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee27:1
10Y Employee Change+15 (+115.4%)
* 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.