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LANDING POINT FINANCIAL GROUP

AVON, OH · CRD 312978 · IAPD ↗ · 440-365-9100

$381.3MRegulatory AUM
7Advisory reps
28Employees
0Clients
More than 500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — LANDING POINT FINANCIAL GROUP reported RAUM up 45% ($263.5M -> $381.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — LANDING POINT FINANCIAL GROUP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
August 2025 — LANDING POINT FINANCIAL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — LANDING POINT FINANCIAL GROUP, LLC is now doing business as LANDING POINT FINANCIAL GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
February 2024 — LANDING POINT FINANCIAL GROUP, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
February 2024 — LANDING POINT FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.