Data / Investment advisers / Virginia / Pointoak Retirement Advisors
Pointoak Retirement Advisors, McLean, VA: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pointoak Retirement Advisors is an SEC registered investment adviser with its main office in McLean, Virginia and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include pension and profit sharing plans, individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Pointoak Retirement Advisors (CRD number 314866): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 314866
- SEC file number
- 801-122008
- SEC status
- Approved, effective August 2, 2021
- Legal name
- Pointoak Retirement Advisors, LLC
- Main office
- 1751 Pinnacle Dr Ste 600, McLean, VA 22102
- Phone
- (703) 595-4444
- Regulatory AUM
- $1,078,990,787 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $11,893,329
- Non discretionary AUM
- $1,067,097,458
- Accounts
- 117
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 83 | $1.07 billion |
| Individuals (other than high net worth individuals) | 19 | $9.2 million |
| High net worth individuals | 1 | $2.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.08 billion | March 4, 2026 |
| December 1, 2025 | $818.7 million | March 31, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Activ8 Family Office LLC | McLean | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Range Advisory, LLC | McLean | $1.39 billion | Not listed | adviserinfo.sec.gov |
| Aegis Financial Corporation | McLean | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Aldrich Capital Partners LLC | McLean | $1.12 billion | 14 | adviserinfo.sec.gov |
| FJ Capital Management LLC | McLean | $1.08 billion | 4 | adviserinfo.sec.gov |
| Brown | Miller Wealth Management, LLC | McLean | $991.1 million | Not listed | adviserinfo.sec.gov |
| Aztlan Equity Management, LLC | McLean | $851.1 million | 4 | adviserinfo.sec.gov |
| Centurion Wealth Management | McLean | $786.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Pointoak Retirement Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.