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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VANTAGE POINT FINANCIAL, LLC

VANTAGE POINT FINANCIAL LLC, CRD 305016

LISLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0763a37f-5af7-d618-4630-9e79044646f4

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 4
On other graphs: 0
Observed: Oct 18, 2021 to Sep 9, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $485MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $438M
Private client RAUM: $485MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $30.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 17
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,683
Individual clients: 413
High net worth clients: 153
Custody, client assets: $63.8M
SEC number: 801-122708
CRD: 305016
Filings on the tape: 22
First filed: Oct 18, 2021
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NICHOLAS JOSEPH REILAND	Certified Financial Planner\|Chartered Financial Consultant	LISLE, IL	6	25	3	no
TIMOTHY MARTIN KUNTZ	Certified Financial Planner	LISLE, IL	6	11	2	no
JEREMY RAYMOND REILAND	n/a	LISLE, IL	5	21	1	no
Garrett R Jensen	n/a	LISLE, IL \| Chesterfield, MO	4	11	n/a	no
Donald Darnell Robinson	n/a	LISLE, IL	4	11	n/a	no
PATRICK J MAY	Certified Financial Planner	LISLE, IL	3	20	2	no
RONALD C BRAUN	Certified Financial Planner	LISLE, IL \| Farmington Hills, MI	2	40	3	no
Paul Joseph Delmotte	n/a	LISLE, IL \| FARMINGTON HILLS, MI	2	13	n/a	no
Sophia Rose Tronolone	n/a	LISLE, IL	1	12	n/a	no
RYAN MICHAEL DECKER	Certified Financial Planner	LISLE, IL \| AURORA, IL	1	14	n/a	no
SHEA BROWN	n/a	LISLE, IL	1	10	n/a	no
ADAM VINCENT IORFIDA	n/a	LISLE, IL \| CHESTERFIELD, MO	1	10	n/a	no
Andrew David Kristofic	n/a	LISLE, IL	0	13	n/a	no
Jeffrey A. Braun	n/a	Farmington Hills, MI \| LISLE, IL	0	21	n/a	no
CHERYL A KRUEGER	Certified Financial Planner	LISLE, IL	0	19	2	no
LUCAS R MROZ	n/a	LISLE, IL	0	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KUNTZ, TIMOTHY MARTIN	MANAGING PARTNER	D	yes	08/2019	Oct 18, 2021	Nov 29, 2024
REILAND, NICHOLAS JOSEPH	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	yes	08/2019	Oct 18, 2021	Nov 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VANTAGE POINT INSURANCE AGENCY, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FARMINGTON HILLS	Mi	United States	1	no
FARMINGTON HILLS	Mi	United States	1	no
Chesterfield	Mo	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$485M	$438M	17	17	2	n/a	n/a
2024	Mar 26, 2025	$431M	$431M	16	16	2	n/a	n/a
2023	Mar 18, 2024	$238M	$235M	9	9	3	n/a	n/a
2022	Mar 20, 2023	$182M	$182M	15	8	3	n/a	n/a
2021	Mar 14, 2022	$147M	$147M	10	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	2	1	12.5%	1	1	0	4	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$485M	$431M	12.5%	$182M	38.7%	17	16	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Spc	2	Jan 20, 2020	Dec 18, 2019	ANN ARBOR, MI	Team lift out	Ibd to RIA	0.4%

Relationships

Registered with (18)

← LUCAS R MROZAdvisorregistration: current employment
Jul 23, 2026 to presentfactForm ADV
← CHERYL A KRUEGERAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← Jeffrey A. BraunAdvisorregistration: current employment
Dec 8, 2025 to presentfactForm ADV
← Andrew David KristoficAdvisorregistration: current employment
Nov 21, 2025 to presentfactForm ADV
← ADAM VINCENT IORFIDAAdvisorregistration: current employment
Sep 18, 2025 to presentfactForm ADV
← SHEA BROWNAdvisorregistration: current employment
Jun 16, 2025 to presentfactForm ADV
← RYAN MICHAEL DECKERAdvisorregistration: current employment
Apr 30, 2025 to presentfactForm ADV
← Sophia Rose TronoloneAdvisorregistration: current employment
Jan 13, 2025 to presentfactForm ADV
← Paul Joseph DelmotteAdvisorregistration: current employment
Sep 18, 2024 to presentfactForm ADV
← RONALD C BRAUNAdvisorregistration: current employment
Aug 20, 2024 to presentfactForm ADV
← PATRICK J MAYAdvisorregistration: current employment
Aug 17, 2023 to presentfactForm ADV
← Donald Darnell RobinsonAdvisorregistration: current employment
May 23, 2022 to presentfactForm ADV
← Garrett R JensenAdvisorregistration: current employment
Mar 31, 2022 to presentfactForm ADV
← JEREMY RAYMOND REILANDAdvisorregistration: current employment
Aug 16, 2021 to presentfactForm ADV
← NICHOLAS JOSEPH REILANDAdvisorregistration: current employment
Dec 18, 2019 to presentfactForm ADV
← TIMOTHY MARTIN KUNTZAdvisorregistration: current employment
Dec 18, 2019 to presentfactForm ADV
← JOHN CHRISTOPHER WOODROMEAdvisorregistration: previous registration
Jul 10, 2023 to Aug 21, 2026factForm ADV
← Marcos MurilloAdvisorregistration: previous registration
Oct 20, 2025 to Feb 25, 2026factForm ADV

Controls (2)

← KUNTZ, TIMOTHY MARTINOwnerMANAGING PARTNER, ownership code D, individual
Oct 18, 2021 to Nov 29, 2024factForm ADV
← REILAND, NICHOLAS JOSEPHOwnerMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Oct 18, 2021 to Nov 29, 2024factForm ADV

Moved with (1)

← SPCRegistered adviser2 advisors, team lift out, same day
Jan 20, 2020 to Dec 18, 2019factForm ADV

Dated events

Occurred
Aug 21, 2026
Advisor changed firm
John Christopher Woodrome left Vantage Point Financial, Llc for Mercer Global Advisors Inc. (registered 2026-07-31)
Form ADVobserved 6 days ago
Occurred
Feb 25, 2026
Advisor changed firm
Marcos Murillo left Vantage Point Financial, Llc for State Farm Investment Management Corp. (registered 2026-08-18)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2025
Regulatory AUM changed
Vantage Point Financial, Llc reported RAUM $430.7M, up 81% from $237.9M (2024-11-29 to 2025-03-26)
Form ADVobserved 6 days ago
$193M
Occurred
Oct 18, 2021
First Form ADV filing
Vantage Point Financial, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0763a37f-5af7-d618-4630-9e79044646f4
First observed: Oct 18, 2021
Last observed: Sep 9, 2026 12 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VANTAGE POINT FINANCIAL, LLC

VANTAGE POINT FINANCIAL LLC, CRD 305016

LISLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0763a37f-5af7-d618-4630-9e79044646f4

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NICHOLAS JOSEPH REILAND

Certified Financial Planner|Chartered Financial Consultant

LISLE, IL

TIMOTHY MARTIN KUNTZ

Certified Financial Planner

LISLE, IL

JEREMY RAYMOND REILAND

n/a

LISLE, IL

Garrett R Jensen

n/a

LISLE, IL | Chesterfield, MO

n/a

Donald Darnell Robinson

n/a

LISLE, IL

n/a

PATRICK J MAY

Certified Financial Planner

LISLE, IL

RONALD C BRAUN

Certified Financial Planner

LISLE, IL | Farmington Hills, MI

Paul Joseph Delmotte

n/a

LISLE, IL | FARMINGTON HILLS, MI

n/a

Sophia Rose Tronolone

n/a

LISLE, IL

n/a

RYAN MICHAEL DECKER

Certified Financial Planner

LISLE, IL | AURORA, IL

n/a

SHEA BROWN

n/a

LISLE, IL

n/a

ADAM VINCENT IORFIDA

n/a

LISLE, IL | CHESTERFIELD, MO

n/a

Andrew David Kristofic

n/a

LISLE, IL

n/a

Jeffrey A. Braun

n/a

Farmington Hills, MI | LISLE, IL

n/a

CHERYL A KRUEGER

Certified Financial Planner

LISLE, IL

LUCAS R MROZ

n/a

LISLE, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KUNTZ, TIMOTHY MARTIN

MANAGING PARTNER

yes

08/2019

Oct 18, 2021

Nov 29, 2024

REILAND, NICHOLAS JOSEPH

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

08/2019

Oct 18, 2021

Nov 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VANTAGE POINT INSURANCE AGENCY, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

FARMINGTON HILLS

United States

FARMINGTON HILLS

United States

Chesterfield

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$485M

$438M

n/a

2024

Mar 26, 2025

$431M

n/a

2023

Mar 18, 2024

$238M

$235M

n/a

2022

Mar 20, 2023

$182M

n/a

2021

Mar 14, 2022

$147M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$485M

$431M

12.5%

$182M

38.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Spc

Jan 20, 2020

Dec 18, 2019

ANN ARBOR, MI

Team lift out

Ibd to RIA

0.4%