RIA Intel›Advisers›Utah›VANTAGE POINT INVESTMENTS, INC.

VANTAGE POINT INVESTMENTS, INC.

Advisory

UT

Data as of May 6, 2026 · Source: SEC Form ADV

Rank in UT

#245

of 249 advisers by AUM

Average account

$194K

across 207 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients207

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InUT

Succession Risk

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

See plansIncluded with the Intelligence plan

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

207 clients

12 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 UT

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

SALT LAKE CITY, UT

$40M

VANTAGE POINT ADVISORS, LLC

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$40M

ASPEN CAPITAL MANAGEMENT LLC

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$41M

BALANCED CAPITAL INVESTMENTS LLC

$39M

INSPHERE SECURITIES, INC.

SALT LAKE CITY, UT

$41M

F2F RETIREMENT, LLC

$41M

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