Arcpoint Financial Advisors Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 340567
· Roseville, CA
· arcpointfinancial.com
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ADV data as of Oct 06, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Sep 10, 2026
Oct 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 06, 2026
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
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 06, 2026.
View current Form ADV (SEC/IAPD) ↗