LPFG, LLC
DBA: LANDING POINT FINANCIAL GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $381.3M |
| Discretionary | $337.9M89% of AUM |
| Non-Discretionary | $43.3M |
| Client Accounts | 1,792 |
| Avg Account Size | $213K |
| Employees | 28 |
| Peak AUM | $381.3MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $381M | +44.7% | +19.9% | — | |
| Discretionary AUM | $338M | ||||
Key Metrics
| Total AUM | $381.3M |
| Discretionary | $337.9M |
| Employees | 28 |
| Client Accounts | 1792 |
| Client Range | More than 500 |
Contact & Location
Address
36901 AMERICAN WAY
AVON OH 44011
Phone
440-365-9100
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$338M
88.6% of AUM
Non-Discretionary
$43M
11.4% of AUM
Disc. mix ▼ 11.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Commodity Pool Operator