Alphapoint provides financial planning and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
Alphapoint reports 115 pension and profit-sharing plans. Of its assets, 0.7% ($39.1M across 2 accounts) are managed with discretion; $5.52B across 113 accounts are not. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pension and profit-sharing plans | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 115 | $5.56B | 100.0% | $48.3M |
| Total | 115 | $5.56B | 100% | $48.3M |
- Clients
- 115
- Regulatory AUM
- $5.56B
- AUM share
- 100.0%
- Avg. per client
- $48.3M
Total
- Clients
- 115
- Regulatory AUM
- $5.56B
- AUM share
- 100%
- Avg. per client
- $48.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Alphapoint is paid through hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Guy Muranaka owns 75% or more of Alphapoint. The leadership team of Alphapoint includes President Guy Muranaka. It has 1 employee.
Leadership
- Guy MuranakaPresident, Director, Chief Compliance Officer
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Alphapoint, Inc.
Guy Muranaka
Control person · since June 2003
Alphapoint’s regulatory assets grew from $4.09B (April 2021) to $5.56B (March 2026); clients were 115 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $5.56B | 115 | 1 | 1 |
| Mar 2025March 2025 | $4.98B | 148 | 1 | 1 |
| Mar 2024March 2024 | $4.58B | 135 | 1 | 1 |
| Mar 2023March 2023 | $4.01B | 111 | 1 | 1 |
| May 2022May 2022 | $4.72B | 130 | 1 | 1 |
| Apr 2021April 2021 | $4.09B | 115 | 1 | 1 |
Besides its headquarters, Alphapoint has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 2101 East Coast Highway, Suite 120, Corona Del MarHQ
Contact and registration details
- Legal name
- Alphapoint, Inc.
- Headquarters
- 2101 East Coast Highway, Suite 120, Corona Del Mar, CA 92625
- Website
- alphapoint.com
- Phone
- 714-290-4762
- SEC file
- 801-62719
- Structure
- California corporation
- Fiscal year end
- December
Alphapoint’s named custodians for separately managed accounts include Fidelity ($1.93B, 48%), Lincoln Financial Investment Services ($773M, 19%) and Voya ($708M, 18%). Alphapoint does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $1.93B48%
- VoyaVoya Financial Advisors, Inc. · New York, NY · $708M18%
- Lincoln Financial Investment ServicesLincoln Financial Investment Services Corporation · Fort Wayne, IN · $773M19%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $568M14%
At year end, Alphapoint’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Alphapoint have?
Alphapoint has 115 clients and manages $5.56 billion for them, as of March 2026. They include 115 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Alphapoint offer?
Alphapoint provides financial planning and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Alphapoint use?
Alphapoint’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $1.93B, Lincoln Financial Investment Services Corporation (Fort Wayne, IN), with $773M, Voya Financial Advisors, Inc. (New York, NY), with $708M and Charles Schwab & Co., Inc. (San Francisco, CA), with $568M. The filing also lists Empower Financial Services, Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Alphapoint have?
Alphapoint has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alphapoint invest in?
At the end of its last fiscal year, Alphapoint’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alphapoint?
Alphapoint’s direct owner is Guy Muranaka (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Alphapoint get paid?
Alphapoint is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Alphapoint?
Alphapoint’s main office is at 2101 East Coast Highway, Suite 120, Corona Del Mar, CA 92625. Its phone number is 714-290-4762. Its website is alphapoint.com.