# Northpointe Investment Advisory, LLC

> Northpointe Investment Advisory, LLC is a state-registered investment advisory firm in St. Joseph, MI, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 170850
- Filed as: NORTHPOINTE INVESTMENT ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Joseph, MI
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170850
- AdvisorCensus page: https://advisorcensus.com/firm/northpointe-investment-advisory-llc-st-joseph-mi-170850

## Quick answers

**How is Northpointe Investment Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northpointe Investment Advisory, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Northpointe Investment Advisory, LLC located?**
Northpointe Investment Advisory, LLC's principal office is in St. Joseph, MI, according to its Form ADV.

**Is Northpointe Investment Advisory, LLC registered with the SEC or a state?**
Northpointe Investment Advisory, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170850.

**How much does Northpointe Investment Advisory, LLC manage?**
Northpointe Investment Advisory, LLC reports $75,369,181 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (60% discretionary).

**What types of clients does Northpointe Investment Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (21).

**Does Northpointe Investment 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/170850

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $75,369,181
- Discretionary: $45,225,220
- Non-discretionary: $30,143,961

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $59,588,385 |
| High net worth individuals | 21 | $15,780,796 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northpointe Investment Advisory, LLC (CRD 170850): Form ADV filing data as of October 2026.