# Northpoint Advisory LLC

> Northpoint Advisory LLC is a state-registered investment advisory firm, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 147362
- Filed as: NORTHPOINT ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147362
- AdvisorCensus page: https://advisorcensus.com/firm/northpoint-advisory-llc-147362

## Quick answers

**How is Northpoint Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northpoint Advisory LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Northpoint Advisory LLC registered with the SEC or a state?**
Northpoint Advisory LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 147362.

**How much does Northpoint Advisory LLC manage?**
Northpoint Advisory LLC reports $102,004,275 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (99% discretionary).

**What types of clients does Northpoint Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20).

**Does Northpoint Advisory LLC 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/147362

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $102,004,275
- Discretionary: $101,429,275
- Non-discretionary: $575,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 20 | $102,004,275 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northpoint Advisory LLC (CRD 147362): Form ADV filing data as of October 2026.