Vantage Point Management, Inc.
- Regulatory AUM
- $33.4M
- Discretionary
- $33.4M
- Clients
- 58
- Avg AUM / client
- $576K
- Accounts
- 89
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $9.1M | 27.3% |
| High net worth individuals | 7 | $5.4M | 16.2% |
| Pension and profit sharing plans | 5 | $18.9M | 56.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Dee Minnoch | Registered representative | Jun 2017 (9y) | ||
| Denim Wyatt Simper | Registered representative | Jul 2018 (8y) | ||
| Bodi Rhees Nageli | Registered representative | May 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Advisortrust, Inc. $12.2M (37% of AUM) May 2026
- Folio Investments, Inc. $12.2M (36% of AUM) May 2026
- Matrix Trust Company $6.7M (20% of AUM) May 2026
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: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗