Pointer Financial Advisors LLC
● SEC registered since 2023CRD 326745SEC# 801-128061Columbia, MD
Reg. AUM
$176.4M
Employees
5
Accounts
528
Location
Columbia, MD
Pointer Financial Advisors LLC assets under management
Pointer Financial Advisors LLC is an investment advisory firm registered with the SEC based in Columbia, MD. The firm has been registered since 2023. It reports $176.4 million in regulatory assets under management and employs 5 people.
Pointer Financial Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Nicholas Mudd Control | Chief Executive Officer, Chief Investment Officer & Chief Compliance Officer, Principal | Over 75% | 2023 |
Frequently asked questions
How much does Pointer Financial Advisors LLC manage?
Pointer Financial Advisors LLC reports $176.4 million in regulatory assets under management on its Form ADV.
How many employees does Pointer Financial Advisors LLC have?
Pointer Financial Advisors LLC reports 5 employees.
Where is Pointer Financial Advisors LLC located?
Pointer Financial Advisors LLC is based in Columbia, MD and has been SEC-registered since 2023.
Does Pointer Financial Advisors LLC disclose fund performance?
Pointer Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10500 Little Patuxent Parkway, Suite 460, Columbia, MD 21044 |
| Phone | 301-804-0250 |
| Office hours | 9a.m. - 5p.m. Et |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176.4M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$176.4Mregulatory AUM
Discretionary $176.4M