Alphapoint, Inc.
- Regulatory AUM
- $5.6B
- Discretionary
- $39.1M
- Clients
- 115
- Avg AUM / client
- $48.3M
- Accounts
- 115
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 115 | $5.6B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hyland's Naturals Retirement Savings Plan Hyland's Consumer Health, Inc. | 2024 | |
| Pro Sports Club Salary Savings Plan Pro Sports Club | 2024 | |
| Moffatt & Nichol 401(k) Profit Sharing Plan Moffatt & Nichol | 2024 | |
| X Ray Associates Of New Mexico, P. C. 401(k) Profit Sharing Plan And Trust X Ray Associates Of New Mexico, P.C. | 2024 | |
| Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing And 401(k) Plans Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation | 2024 | |
| 401(k) Profit Sharing Thrift Plan Of Robert's Hawaii, Inc. & Affiliates Robert's Hawaii, Inc. | 2024 | |
| University Clinical, Education And Research Associates Defined Contribution Retirement Plan University Clinical, Education And Research Associates | 2024 | |
| Seven Eleven (Hawaii), Inc. 401(k) Plan Seven Eleven Hawaii, Inc. | 2024 | |
| Coaster Company Retirement Savings Plan Coa, Inc. Dba Coaster Company Of America | 2024 | |
| I. Kitagawa And Company, Limited 401(k) Retirement Savings Plan (003) I. Kitagawa And Company, Limited | 2024 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Muranaka, Guy, Leslie | President, Director, Chief Compliance Officer | Jun 2003 (23y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hyland's Naturals Retirement Savings Plan | Hyland's Consumer Health, Inc. | 194 | $27.9M | 01/01/2024 |
| Pro Sports Club Salary Savings Plan | Pro Sports Club | 0 | $0 | 01/01/2024 |
| Moffatt & Nichol 401(k) Profit Sharing Plan | Moffatt & Nichol | 1,024 | $230M | 01/01/2024 |
| X Ray Associates Of New Mexico, P. C. 401(k) Profit Sharing Plan And Trust | X Ray Associates Of New Mexico, P.C. | 274 | $76.8M | 01/01/2024 |
| Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing And 401(k) Plans | Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation | 389 | $260M | 01/01/2024 |
| 401(k) Profit Sharing Thrift Plan Of Robert's Hawaii, Inc. & Affiliates | Robert's Hawaii, Inc. | 1,140 | $32.6M | 01/01/2024 |
| University Clinical, Education And Research Associates Defined Contribution Retirement Plan | University Clinical, Education And Research Associates | 281 | $36.4M | 01/01/2024 |
| Seven Eleven (Hawaii), Inc. 401(k) Plan | Seven Eleven Hawaii, Inc. | 679 | $24.2M | 01/01/2024 |
| Coaster Company Retirement Savings Plan | Coa, Inc. Dba Coaster Company Of America | 294 | $31.6M | 01/01/2024 |
| I. Kitagawa And Company, Limited 401(k) Retirement Savings Plan (003) | I. Kitagawa And Company, Limited | 147 | $7.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 955 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $1.9B (35% of AUM) Mar 2026
- Lincoln Financial Investment Services Corporation $773M (14% of AUM) Mar 2026
- Voya Financial $708M (13% of AUM) Mar 2026
- Charles Schwab & Co. $568M (10% of AUM) Mar 2026
- Empower Financial Services, Inc. $492M (11% of AUM) Mar 2024
- Lincoln Financial Advisors Corporation $438M (12% of AUM) Mar 2020
- Tiaa Cref Individual & Institutional Services, Llc $402M (10% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗