# Northpointe Financial Advisors LLC

> Northpointe Financial Advisors LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated January 21, 2026.

- CRD: 326895
- Filed as: NORTHPOINTE FINANCIAL ADVISORS LLC
- Legal name: Northpointe Financial Advisors Limited Liability Company
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326895
- AdvisorCensus page: https://advisorcensus.com/firm/northpointe-financial-advisors-llc-326895

## Quick answers

**How is Northpointe Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northpointe Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Northpointe Financial Advisors LLC registered with the SEC or a state?**
Northpointe Financial Advisors LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326895.

**Does Northpointe Financial Advisors 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/326895

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northpointe Financial Advisors LLC (CRD 326895): Form ADV filing data as of October 2026.
