RIA Intel›Advisers›Maine›FLYING POINT ADVISORS, LLC

FLYING POINT ADVISORS, LLC

Advisory

ME

Data as of Jun 17, 2026 · Source: SEC Form ADV

Average account

$271K

across 16 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

BEACON ADVISORS LLC

CAPE ELIZABETH, ME

$5M

ROGER F. WOODMAN JR. & CO.

$3M

NORTHWOODS WEALTH MANAGEMENT

BOOTHBAY HARBOR, ME

$6M

LETTENEY FINANCIAL ADVISORY, LLC

$2M

SORA ASSOCIATES, LLC

$7M

MAINE INVESTMENT AND PLANNING SERVICES, LLC

$2M

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