Allpoint Financial Group Llc
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 301028
· SEC file 801-136736
· Petaluma, CA
· allpointfg.com
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ADV data as of Jun 12, 2026
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 431
- Avg AUM / client
- $271K
- Accounts
- 721
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 288 | $36.4M | 31.2% |
| High net worth individuals | 143 | $80.1M | 68.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $150K | 0.13% |
| Charitable organizations | Fewer than 5 clients | $23.9K | 0.02% |
| Corporations and other businesses | Fewer than 5 clients | $42.5K | 0.04% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Christopher Monske | Registered representative | Mar 2021 (5y) | ||
| Ernest Darren Renner | Registered representative | Mar 2021 (5y) | ||
| Marck Zuehlsdorff | Registered representative | May 2023 (3y) | ||
| Bradley James Scott | Registered representative | Jan 2026 (1y) |
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) | 06/12/2026 | 1.17 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- LPL Financial $117M (100% of AUM) Jun 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: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗