{
  "crd_number": 287757,
  "slug": "vantage-point-management-inc-north-ogden-ut-287757",
  "primary_business_name": "VANTAGE POINT MANAGEMENT, INC.",
  "legal_name": "VANTAGE POINT MANAGEMENT, INC.",
  "dbas": [],
  "city": "North Ogden",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "36260",
  "metro": {
    "cbsa_code": "36260",
    "common_name": "Ogden",
    "msa_name": "Ogden, UT",
    "path": "/advisors/ut/ogden"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-06-29",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-05-06",
  "carried_forward": false,
  "raum_total": 33403000.0,
  "raum_discretionary": 33403000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 9118000.0,
      "count": 46
    },
    "pension_profit_sharing": {
      "raum": 18859000.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 5426000.0,
      "count": 7
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "UT"
  ],
  "websites": [
    "https://vpmria.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287757",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    },
    {
      "item": "11.E(1)",
      "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "NORTH OGDEN",
  "url": "https://advisorcensus.com/firm/vantage-point-management-inc-north-ogden-ut-287757",
  "display_name": "Vantage Point Management, Inc.",
  "summary": "Vantage Point Management, Inc. is a state-registered investment advisory firm in North Ogden, UT, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.",
  "citation": "AdvisorCensus. Vantage Point Management, Inc. (CRD 287757): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Vantage Point Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vantage Point Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Vantage Point Management, Inc. located?",
      "a": "Vantage Point Management, Inc.'s principal office is in North Ogden, UT, according to its Form ADV."
    },
    {
      "q": "Is Vantage Point Management, Inc. registered with the SEC or a state?",
      "a": "Vantage Point Management, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287757."
    },
    {
      "q": "How much does Vantage Point Management, Inc. manage?",
      "a": "Vantage Point Management, Inc. reports $33,403,000 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Vantage Point Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (7); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Does Vantage Point Management, Inc. report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(1) (self-regulatory organization's finding of a false statement or omission), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287757"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vantage-point-management-inc-north-ogden-ut-287757.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 46,
      "fewer_than_5": false,
      "raum": 9118000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 5426000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 18859000.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287757",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}