DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Vantage Point Financial, LLC
Legal name Vantage Point Financial LLC
Latest filing Sep 9, 2026
First filing on the tape Oct 18, 2021 · 22 filings
SEC status approved since Nov 17, 2021
RAUM
$485M
reported, Item 5.F
Discretionary
90%
of RAUM
Private clients
100%
$485M individuals and HNW
Advisors
16
registered through the firm on IAPD
RAUM per advisor
$30.3M
derived; firm RAUM over IAPD count
Employees
17
17 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$485M as of May 22, 2026
Mar 14, 2022$147M then
HNW client RAUM$337M as of May 22, 2026
Mar 14, 2022$74.6M then
State-registered IARs (5.B.3)17 as of May 22, 2026
Mar 14, 20224 then
Employees (5.A)17 as of May 22, 2026
Mar 14, 202210 then
Private funds: no history
RAUM +13% over the last fiscal year+39% a year over threeIARs 16 to 17
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $30.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 35derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $287,920derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 90%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 5.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +6.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $63.8M, 270 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$337M70%
- Individuals$147M30%
- Individual clients
- 413reported
- HNW clients
- 153reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,683reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $63.8M for 270 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
16 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Timothy Martin KuntzCertified Financial Planner | Lisle, Il | Dec 18, 2019 | 11 y | 2 |
| Nicholas Joseph ReilandCertified Financial Planner, Chartered Financial Consultant | Lisle, Il | Dec 18, 2019 | 25 y | 3 |
| Jeremy Raymond Reiland | Lisle, Il | Aug 16, 2021 | 21 y | 1 |
| Garrett R Jensen | Lisle, Il | Mar 31, 2022 | 11 y | 0 |
| Donald Darnell Robinson | Lisle, Il | May 23, 2022 | 11 y | 0 |
| Patrick J MayCertified Financial Planner | Lisle, Il | Aug 17, 2023 | 20 y | 2 |
| Ronald C BraunCertified Financial Planner | Lisle, Il | Aug 20, 2024 | 40 y | 3 |
| Paul Joseph Delmotte | Lisle, Il | Sep 18, 2024 | 13 y | 0 |
| Sophia Rose Tronolone | Lisle, Il | Jan 13, 2025 | 12 y | 0 |
| Ryan Michael DeckerCertified Financial Planner | Lisle, Il | Apr 30, 2025 | 14 y | 0 |
| Shea Brown | Lisle, Il | Jun 16, 2025 | 10 y | 0 |
| Adam Vincent Iorfida | Lisle, Il | Sep 18, 2025 | 10 y | 0 |
| Andrew David Kristofic | Lisle, Il | Nov 21, 2025 | 13 y | 0 |
| Jeffrey A. Braun | Farmington Hills, Mi | Dec 8, 2025 | 21 y | 0 |
| Cheryl A KruegerCertified Financial Planner | Lisle, Il | Mar 23, 2026 | 19 y | 2 |
| Lucas R Mroz | Lisle, Il | Jul 23, 2026 | 14 y | 1 |
Advisor movement
2 left, 3 joined in 12 months
net +1 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 13% of current headcount2 left over 36 months
Left, latest
- John Christopher Woodrome to Mercer Global Advisors Inc.Aug 21, 2026 · RIA to RIA
- Marcos Murillo to State Farm Investment Management Corp.Feb 25, 2026 · Other
Joined, latest
- Lucas R Mroz from Morgan StanleyJul 23, 2026 · Wirehouse to independent RIA
- Cheryl A Krueger from Cgn Advisors, LLCMar 23, 2026 · RIA to RIA
- Marcos Murillo from Thrivent Investment Management Inc.Oct 20, 2025 · Affiliated broker-dealer or bank to independent RIA
- Ronald C Braun from SpcAug 20, 2024 · Affiliated broker-dealer or bank to independent RIA
- Patrick J May from Prosperity Capital AdvisorsAug 17, 2023 · RIA to RIA
- Jeremy Raymond Reiland from Prosperity Capital AdvisorsAug 16, 2021 · RIA to RIA
- Nicholas Joseph Reiland from SpcDec 18, 2019 · Affiliated broker-dealer or bank to independent RIA
- Timothy Martin Kuntz from SpcDec 18, 2019 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Timothy Martin Kuntz · Managing Partnercontrolsince 08/2019 · owns 50% to 75%
- Nicholas Joseph Reiland · Managing Partner And Chief Compliance Officercontrolsince 08/2019 · owns 50% to 75%
Related persons
Schedule D 7.A
- Vantage Point Insurance Agency, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lisle, Il · principal | 16 | 5 | 2 | ||
| Farmington Hills, Mi | 3 | 1 | 0 | ||
| Chesterfield, Mo | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Chesterfield, MO1 employees
- Farmington Hills, MI1 employees
- Farmington Hills, MI1 employees
What changed
consecutive filings, newest first
- Advisory activities · 3 to 4May 22, 2026 to Sep 9, 2026
- Financial planning clients · 1-10 to 1-10May 22, 2026 to Sep 9, 2026
- Succession · false to unsetMay 22, 2026 to Sep 9, 2026
- Accounts · 1,647 to 1,683Jan 16, 2026 to Mar 30, 2026
- Advisory employees · 16 to 17Jan 16, 2026 to Mar 30, 2026
- HNW clients · 142 to 153Jan 16, 2026 to Mar 30, 2026
- Individual clients · 404 to 413Jan 16, 2026 to Mar 30, 2026
- Assets in custody · $67.5M to $63.8MJan 16, 2026 to Mar 30, 2026
- Employees · 16 to 17Jan 16, 2026 to Mar 30, 2026
- State-registered IARs · 16 to 17Jan 16, 2026 to Mar 30, 2026
- Discretionary RAUM · $431M to $438MJan 16, 2026 to Mar 30, 2026
- HNW RAUM · $314M to $337MJan 16, 2026 to Mar 30, 2026
- Individual RAUM · $116M to $147MJan 16, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $0 to $46.1MJan 16, 2026 to Mar 30, 2026
- RAUM · $431M to $485MJan 16, 2026 to Mar 30, 2026
- Accounts · 1,233 to 1,647Nov 29, 2024 to Mar 26, 2025
- Advisory employees · 9 to 16Nov 29, 2024 to Mar 26, 2025
- HNW clients · 108 to 142Nov 29, 2024 to Mar 26, 2025
- Individual clients · 373 to 404Nov 29, 2024 to Mar 26, 2025
- Assets in custody · $58.9M to $67.5MNov 29, 2024 to Mar 26, 2025
- Employees · 9 to 16Nov 29, 2024 to Mar 26, 2025
- Financial planning clients · 1-10 to 1-10Nov 29, 2024 to Mar 26, 2025
- State-registered IARs · 9 to 16Nov 29, 2024 to Mar 26, 2025
- Other offices · 3 to 2Nov 29, 2024 to Mar 26, 2025
- Discretionary RAUM · $235M to $431MNov 29, 2024 to Mar 26, 2025
- HNW RAUM · $151M to $314MNov 29, 2024 to Mar 26, 2025
- Individual RAUM · $86.7M to $116MNov 29, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $2.7M to $0Nov 29, 2024 to Mar 26, 2025
- RAUM · $238M to $431MNov 29, 2024 to Mar 26, 2025
- Accounts · 1,069 to 1,233Nov 17, 2023 to Mar 18, 2024
- Advisory employees · 8 to 9Nov 17, 2023 to Mar 18, 2024
- HNW clients · 69 to 108Nov 17, 2023 to Mar 18, 2024
- Individual clients · 372 to 373Nov 17, 2023 to Mar 18, 2024
- Assets in custody · unset to 58909413.0Nov 17, 2023 to Mar 18, 2024
- Custody of client assets · false to trueNov 17, 2023 to Mar 18, 2024
- Employees · 15 to 9Nov 17, 2023 to Mar 18, 2024
- Financial planning clients · 11-25 to 1-10Nov 17, 2023 to Mar 18, 2024
- State-registered IARs · 8 to 9Nov 17, 2023 to Mar 18, 2024
- Discretionary RAUM · $182M to $235MNov 17, 2023 to Mar 18, 2024
- HNW RAUM · $105M to $151MNov 17, 2023 to Mar 18, 2024
Signals
4 dated events
- John Christopher Woodrome left Vantage Point Financial, Llc for Mercer Global Advisors Inc. (registered 2026-07-31)Aug 21, 2026 · Advisor changed firm · fact
- Marcos Murillo left Vantage Point Financial, Llc for State Farm Investment Management Corp. (registered 2026-08-18)Feb 25, 2026 · Advisor changed firm · fact
- Vantage Point Financial, Llc reported RAUM $430.7M, up 81% from $237.9M (2024-11-29 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Vantage Point Financial, Llc filed its initial SEC registration (Form ADV)Oct 18, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/vpfinancialreportedpublic record, Form ADV, Sep 17, 2026
- Website
- vantagepoint-financial.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (331) 204-6212reportedpublic record, Form ADV, Sep 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $30.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026