# Point Loma Advisors

> Point Loma Advisors is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 287918
- Filed as: POINT LOMA ADVISORS
- Legal name: Lyon Park Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287918
- AdvisorCensus page: https://advisorcensus.com/firm/point-loma-advisors-287918

## Quick answers

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

**Is Point Loma Advisors registered with the SEC or a state?**
Point Loma Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 287918.

**How much does Point Loma Advisors manage?**
Point Loma Advisors reports $9,914,771 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (0% discretionary).

**Does Point Loma 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/287918

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,914,771
- Discretionary: $0
- Non-discretionary: $9,914,771

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3,020,565 |
| High net worth individuals | Fewer than 5 | $6,894,206 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investmentefficiency.com
- lyonparkadvisors.com
- pointlomaadvisors.com
- LinkedIn @LYON-PARK-ADVISORS-LLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Point Loma Advisors (CRD 287918): Form ADV filing data as of October 2026.