# Allpoint Financial Group

> Allpoint Financial Group is an SEC-registered investment advisory firm in Petaluma, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 301028
- Filed as: ALLPOINT FINANCIAL GROUP
- Legal name: Allpoint Financial Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Petaluma, CA
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301028
- AdvisorCensus page: https://advisorcensus.com/firm/allpoint-financial-group-petaluma-ca-301028

## Quick answers

**How is Allpoint Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Allpoint Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Allpoint Financial Group located?**
Allpoint Financial Group's principal office is in Petaluma, CA, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Allpoint Financial Group registered with the SEC or a state?**
Allpoint Financial Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 301028.

**How much does Allpoint Financial Group manage?**
Allpoint Financial Group reports $116,768,023 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (100% discretionary).

**What types of clients does Allpoint Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (288); high net worth individuals (143).

**Which custodians does Allpoint Financial Group use?**
Allpoint Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Allpoint Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301028

**What changed in Allpoint Financial Group's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $116,768,023
- Discretionary: $116,768,023
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 288 | $36,432,269 |
| High net worth individuals | 143 | $80,119,384 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $150,000 |
| Charitable organizations | Fewer than 5 | $23,899 |
| Corporations or other businesses not listed above | Fewer than 5 | $42,471 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NV, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Napa, CA
- Santa Rosa, CA
- Ukiah, CA

### Websites listed on Form ADV (Item 1.I)
- allpointfg.com

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allpoint Financial Group (CRD 301028): Form ADV filing data as of October 2026.