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| Keyboard |
| Pointoak Retirement Advisors LLC
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|---|---|
| CRD # | 314866 |
| SEC # | 801-122008 |
| CIK # | |
| AUM | 1,079.0 M (2026-03-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 703-595-4444 |
| Address | 1751 Pinnacle Dr Mclean, VA 22102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 9.2 |
| (b) Individuals (high net worth individuals) | 1 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 83 | 1,067.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 1,079.0 |
| By Discretionary | ||
| Discretionary | 34 | 11.9 |
| Non-Discretionary | 83 | 1,067.1 |
| Total | 117 | 1,079.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,079.0 | |
| Total | 117 | 1,079.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Randolph Co Inc
✚
|
OH | 1,082.2 M |
|
Corvus Wealth Advisors LLC
✚
|
CA | 1,080.6 M |
|
Trebuchet Consulting LLC
✚
|
PA | 1,080.4 M |
|
Summit Asset Management LLC
✚
|
TN | 1,079.8 M |
|
Covenant Partners LLC
✚
|
TN | 1,079.5 M |
|
Goldstein Advisors LLC
✚
|
WI | 1,079.3 M |
|
Strid Group LLC
✚
|
PA | 1,077.3 M |
|
Horizon Wealth Management LLC
✚
|
IL | 1,077.0 M |
|
Basecamp Wealth Advisors LLC
✚
|
WA | 1,076.6 M |
|
Sterling Investment Advisors Ltd
✚
|
PA | 1,075.8 M |