Investment adviser · CRD 314866
POINTOAK RETIREMENT ADVISORS
Investment adviser filing (IA)
POINTOAK RETIREMENT ADVISORS, LLC
MCLEAN, VA, United States · Form ADV filed Mar 4, 2026
- Regulatory AUM
- $1.08B Form ADV · Item 5.F
- Client accounts
- 117 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 83 | $1,067,097,458 | 98.9% |
| Individuals | 19 | $9,239,818 | 0.9% |
| High-net-worth individuals | Fewer than 5 | $2,653,511 | 0.2% |
Filing source
Form ADV 2060336 · Mar 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 4, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
1751 PINNACLE DR, STE 600MCLEAN, VA, 22102, United States
CRD 314866
Filing source
Form ADV 2060336 · Mar 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.