Blue Point Financial, Inc.
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 299688
· SEC file 801-132922
· Scarborough, ME
· www.linkedin.com
☆ Save with Pro
ADV data as of Mar 24, 2026
- Regulatory AUM
- $153M
- Discretionary
- $142M
- Clients
- 187
- Avg AUM / client
- $816K
- Accounts
- 504
- Employees
- 3
AUM over time
$113M
$153M
May 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 119 | $40.1M | 26.3% |
| High net worth individuals | 68 | $106M | 69.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $6.4M | 4.19% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Tyler Beauregard | Registered representative | CFP | Jun 2019 (7y) | |
| Timothy Arthur O'halloran | Registered representative | CFP | Jun 2019 (7y) |
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) | 03/24/2026 | 966 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • 12(B)-1 FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- SEI Private Trust $145M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 24, 2026.
View current Form ADV (SEC/IAPD) ↗