AdvisorCensus / Financial advisors / California / Sacramento / Arcpoint Financial Advisors
Arcpoint Financial Advisors
Filed as ARCPOINT FINANCIAL ADVISORS · Legal name Arcpoint Financial Advisors LLC
Arcpoint Financial Advisors is a state-registered investment advisory firm in Roseville, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.
Quick answers
From the filingHow is Arcpoint Financial Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Arcpoint Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Arcpoint Financial Advisors located?
Arcpoint Financial Advisors' principal office is in Roseville, CA, according to its Form ADV.
Is Arcpoint Financial Advisors registered with the SEC or a state?
Arcpoint Financial Advisors is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340567.
How much does Arcpoint Financial Advisors manage?
Arcpoint Financial Advisors reports $0 in regulatory assets under management in its Form ADV filing dated September 10, 2026.
Does Arcpoint Financial Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340567
What changed in Arcpoint Financial Advisors' recent Form ADV filings?
In the October 2026 filing data: Newly registered with a state securities regulator.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated September 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Arcpoint Financial Advisors LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Newly registered with a state securities regulator.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Arcpoint Financial Advisors (CRD 340567): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/arcpoint-financial-advisors-roseville-ca-340567