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POINTER FINANCIAL ADVISORS LLC

COLUMBIA, MD · CRD 326745 · IAPD ↗ · pointeradvisors.com · 301-804-0250

$176.4MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — POINTER FINANCIAL ADVISORS LLC reported RAUM up 27% ($139.4M -> $176.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2025 — POINTER FINANCIAL ADVISORS LLC notice-filed in NC, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2024 — POINTER FINANCIAL ADVISORS LLC notice-filed in FL, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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