# Vernal Point Advisors, LLC

> Vernal Point Advisors, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 166587
- Filed as: VERNAL POINT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166587
- AdvisorCensus page: https://advisorcensus.com/firm/vernal-point-advisors-llc-san-francisco-ca-166587

## Quick answers

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

**Where is Vernal Point Advisors, LLC located?**
Vernal Point Advisors, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Vernal Point Advisors, LLC registered with the SEC or a state?**
Vernal Point Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 166587.

**How much does Vernal Point Advisors, LLC manage?**
Vernal Point Advisors, LLC reports $3,938,000,000 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (61% discretionary).

**How have Vernal Point Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Vernal Point Advisors, LLC: Regulatory assets under management: $959,882,087 in the October 2021 data and $3,938,000,000 in the October 2026 data, up 310%. Total employees: 12 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vernal Point Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Vernal Point Advisors, LLC use?**
Vernal Point Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., J.P. Morgan Securities LLC, National Financial Services LLC and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Vernal Point 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 SEC record: https://adviserinfo.sec.gov/firm/summary/166587

**What changed in Vernal Point Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $2,741,700,000 to $3,938,000,000 (+44%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- J.P. Morgan Securities LLC
- National Financial Services LLC
- The Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,938,000,000
- Discretionary: $2,410,000,000
- Non-discretionary: $1,528,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 18 | $3,822,000,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $111,000,000 |
| Charitable organizations | Fewer than 5 | $5,000,000 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 25 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, KY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vernalpoint.com](https://vernalpoint.com)
- LinkedIn @vernal-point-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $959,882,087 | 12 | August 25, 2021 |
| October 2022 | $1,053,666,055 | 13 | September 6, 2022 |
| October 2023 | $1,168,849,000 | 13 | October 4, 2023 |
| October 2024 | $1,594,146,000 | 16 | April 1, 2024 |
| October 2025 | $2,741,700,000 | 20 | March 31, 2025 |
| October 2026 | $3,938,000,000 | 25 | July 10, 2026 |

Regulatory assets under management: $959,882,087 in the October 2021 data and $3,938,000,000 in the October 2026 data, up 310%.
Total employees: 12 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $2,741,700,000 to $3,938,000,000 (+44%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vernal Point Advisors, LLC (CRD 166587): Form ADV filing data as of October 2026.