Pointoak Retirement Advisors, LLC
● SEC registered since 2021CRD 314866SEC# 801-122008McLean, VA
Reg. AUM
$1.08B
Employees
3
Accounts
117
Location
McLean, VA
Pointoak Retirement Advisors, LLC assets under management
Pointoak Retirement Advisors, LLC operates as an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2021. It reports $1.1 billion in regulatory assets under management and employs 3 people.
Pointoak Retirement Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darshan Prakash Makim Control | Chief Compliance Officer And President | Over 75% | 2021 |
Frequently asked questions
How much does Pointoak Retirement Advisors, LLC manage?
Pointoak Retirement Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Pointoak Retirement Advisors, LLC have?
Pointoak Retirement Advisors, LLC reports 3 employees.
Where is Pointoak Retirement Advisors, LLC located?
Pointoak Retirement Advisors, LLC is based in McLean, VA and has been SEC-registered since 2021.
Does Pointoak Retirement Advisors, LLC disclose fund performance?
Pointoak Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1751 Pinnacle Dr, Ste 600, McLean, VA 22102 |
| Phone | 703-595-4444 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $11.9MNon-discretionary $1.07B