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

Landing Point Financial Group

Independent wealth managerAvon, OhioCRD 312978SEC 801-121247websiteIAPD
Legal name Lpfg, LLC
Latest filing Mar 26, 2026
First filing on the tape Apr 19, 2021 · 26 filings
SEC status approved since May 19, 2021
RAUM
$381M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
100%
$381M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$63.5M
derived; firm RAUM over IAPD count
Employees
28
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$381M as of Mar 26, 2026
Mar 8, 2022$242M then
HNW client RAUM$210M as of Mar 26, 2026
Mar 8, 2022$103M then
State-registered IARs (5.B.3)7 as of Mar 26, 2026
Mar 8, 20228 then
Employees (5.A)28 as of Mar 26, 2026
Mar 8, 202215 then
Private funds: no history
RAUM +45% over the last fiscal year+20% a year over threeIARs 5 to 7offices 0 to 1
Practice profile
derived from the filing of Mar 26, 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
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
RAUM per advisor
$63.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
124derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.1MderivedHNW RAUM over HNW clients
Average account
$212,751derivedRAUM over accounts (5.F.2.f)
Discretionary
89%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
4.7derivedItem 5.A over advisors
Advisors per office
3.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+45%derivedbetween the last two annual amendments
Advisor growth, one year
+40%derivedItem 5.B.3 between annual amendments
Client growth, one year
+41%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Financial planning clients
526reportedItem 5.H
Custody
$85.0M, 234 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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$210M55%
  • Individuals$171M45%
  • Charitable organizations$122,2540.0%
Individual clients
642reported
HNW clients
100reported
Pension plan clients
n/areported
Charitable clients
1reported
Accounts
1,792reported
Financial planning clients
526reported
Wrap fee programs
noreported
Custody of client assets
$85.0M for 234 clientsreported
Compensation
% of AUM, fixedreported
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
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Susan S VasuAvon, OhJul 15, 202116 y3
Garrett Allen BourbinaAvon, OhJul 16, 202110 y1
Joey Lee FlinnerCertified Financial PlannerAvon, OhJul 20, 202129 y1
Casey Marie DavisAvon, OhFeb 22, 202419 y0
William Campbell FerberAvon, OhJan 9, 202511 y3
Brian Derek MorganElyria, Oh Jul 28, 202526 y1
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Lee Joey Flinner · Chief Executive Officercontrol
      since 06/2021 · owns 75% or more
    • Scott Brian Hider · Chief Investment Officercontrol
      since 11/2022 · owns less than 5%
    • Elizabeth Michelle Zimmerman · Chief Operations Officercontrol
      since 06/2021 · owns less than 5%
    • G Jonathan Kasting · Chief Compliance Officer
      since 03/2022 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Avon, Oh · principal601
    Offices
    Schedule D 1.F, the 25 largest
    • Elyria, OH8 employees
    ADV anomalies
    2 against comparable advisers; where to look, not conclusions
    • high employee count relative to advisorsStatic outlier · filing Mar 26, 2026
      employees per registered advisor of 4.7 against a peer median of 1.2 (1313 comparable advisers, 99.0th percentile, 11.7 robust deviations)
      peers: independent wealth managers, $100M to $500M (1,313) · 99% percentile
    • RAUM up 25 %Change between filings · filing Mar 26, 2026
      RAUM (Item 5.F) moved from $263,486,257 to $381,250,022 (+45.0%) between the annual amendments of 2025-04-08 and 2026-03-26; the peer median change was +15.0% (4551 comparable advisers, 94.0th percentile of changes)
      peers: independent wealth managers, $100M to $500M (4,551) · 94% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 1,322 to 1,792
      Jul 25, 2025 to Mar 26, 2026
    • Advisory employees · 5 to 7
      Jul 25, 2025 to Mar 26, 2026
    • Charity clients · 2 to 1
      Jul 25, 2025 to Mar 26, 2026
    • HNW clients · 82 to 100
      Jul 25, 2025 to Mar 26, 2026
    • Individual clients · 444 to 642
      Jul 25, 2025 to Mar 26, 2026
    • Assets in custody · $44.4M to $85.0M
      Jul 25, 2025 to Mar 26, 2026
    • State-registered IARs · 5 to 7
      Jul 25, 2025 to Mar 26, 2026
    • Discretionary RAUM · $263M to $338M
      Jul 25, 2025 to Mar 26, 2026
    • HNW RAUM · $164M to $210M
      Jul 25, 2025 to Mar 26, 2026
    • Individual RAUM · $95.7M to $171M
      Jul 25, 2025 to Mar 26, 2026
    • Non-discretionary RAUM · $0 to $43.3M
      Jul 25, 2025 to Mar 26, 2026
    • RAUM · $263M to $381M
      Jul 25, 2025 to Mar 26, 2026
    • Financial planning clients · More than 500 to More than 500
      Apr 8, 2025 to Jul 25, 2025
    • Other offices · 0 to 1
      Apr 8, 2025 to Jul 25, 2025
    • Accounts · 1,457 to 1,322
      Jul 19, 2024 to Feb 25, 2025
    • Advisory employees · 4 to 5
      Jul 19, 2024 to Feb 25, 2025
    • Advisory activities · 3 to 2
      Jul 19, 2024 to Feb 25, 2025
    • HNW clients · 58 to 82
      Jul 19, 2024 to Feb 25, 2025
    • Individual clients · 449 to 444
      Jul 19, 2024 to Feb 25, 2025
    • Assets in custody · $12.6M to $44.4M
      Jul 19, 2024 to Feb 25, 2025
    • Employees · 18 to 28
      Jul 19, 2024 to Feb 25, 2025
    • State-registered IARs · 4 to 5
      Jul 19, 2024 to Feb 25, 2025
    • Other offices · 1 to 0
      Jul 19, 2024 to Feb 25, 2025
    • Discretionary RAUM · $230M to $263M
      Jul 19, 2024 to Feb 25, 2025
    • HNW RAUM · $114M to $164M
      Jul 19, 2024 to Feb 25, 2025
    • Individual RAUM · $112M to $95.7M
      Jul 19, 2024 to Feb 25, 2025
    • RAUM · $230M to $263M
      Jul 19, 2024 to Feb 25, 2025
    • Wrap assets (manager) · 0.0 to unset
      Jul 19, 2024 to Feb 25, 2025
    • Wrap assets (sponsor) · 0.0 to unset
      Jul 19, 2024 to Feb 25, 2025
    • Business name · LANDING POINT FINANCIAL GROUP, LLC to LANDING POINT FINANCIAL GROUP
      Mar 13, 2024 to Mar 14, 2024
    • Legal name · LANDING POINT FINANCIAL GROUP, LLC to LPFG, LLC
      Mar 13, 2024 to Mar 13, 2024
    • Accounts · 1,517 to 1,457
      Jul 6, 2023 to Jan 29, 2024
    • Advisory employees · 6 to 4
      Jul 6, 2023 to Jan 29, 2024
    • Charity clients · 1 to 2
      Jul 6, 2023 to Jan 29, 2024
    • Corporate clients · 4.0 to unset
      Jul 6, 2023 to Jan 29, 2024
    • HNW clients · 70 to 58
      Jul 6, 2023 to Jan 29, 2024
    • Individual clients · 505 to 449
      Jul 6, 2023 to Jan 29, 2024
    • Assets in custody · $25.6M to $12.6M
      Jul 6, 2023 to Jan 29, 2024
    • Employees · 11 to 18
      Jul 6, 2023 to Jan 29, 2024
    • Financial planning clients · 26-50 to More than 500
      Jul 6, 2023 to Jan 29, 2024
    Signals
    12 dated events
    • Landing Point Financial Group reported RAUM $381.3M, up 45% from $263.5M (2025-07-25 to 2026-03-26)
      Mar 26, 2026 · RAUM change · derived
    • Brian Scott Hider left Landing Point Financial Group for Tempo Wealth (registered 2026-02-16)
      Feb 17, 2026 · Advisor changed firm · fact
    • David Andrew Flegal left Landing Point Financial Group for Fidato Wealth Llc (registered 2023-05-31)
      May 31, 2023 · Advisor changed firm · fact
    • Scott Brian Hider (Chief Investment Officer) appeared on Schedule A of Landing Point Financial Group
      Mar 1, 2023 · Control person joined · fact
    • Brook Bright left Landing Point Financial Group for Venture Visionary Partners Llc (registered 2023-02-16)
      Feb 15, 2023 · Advisor changed firm · fact
    • G Matthew O'Bryon (Chief Investment Officer) no longer on Schedule A of Landing Point Financial Group (listed 2022-03-08, absent 2022-09-27)
      Sep 27, 2022 · Control person left · inference
    • Lee Joey Flinner (President) appeared on Schedule A of Landing Point Financial Group
      Jun 18, 2021 · Control person joined · fact
    • G Matthew O'Bryon (Chief Investment Officer) appeared on Schedule A of Landing Point Financial Group
      Jun 18, 2021 · Control person joined · fact
    • Elizabeth Michelle Zimmerman (Chief Compliance Officer) appeared on Schedule A of Landing Point Financial Group
      Jun 18, 2021 · Control person joined · fact
    • Sean Kevin Woodard (Member) no longer on Schedule A of Landing Point Financial Group (listed 2021-04-19, absent 2021-06-18)
      Jun 18, 2021 · Control person left · inference
    • S Andrew Warning (Chief Compliance Officer) no longer on Schedule A of Landing Point Financial Group (listed 2021-04-19, absent 2021-06-18)
      Jun 18, 2021 · Control person left · inference
    • Dcs Investment Advisory Services, Llc filed its initial SEC registration (Form ADV)
      Apr 19, 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
    Business phone
    440-365-9100reportedpublished by the firm, firm site, Sep 15, 2026
    Website
    landingpointfinancialgroup.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    440-365-9100reportedpublic record, Form ADV, Mar 26, 2026
    Contact form
    landingpointfinancialgroup.com/contactreportedpublished by the firm, firm site, Sep 15, 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
    $63.5Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026