DecisionPoint Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
DecisionPoint Financial reports 691 clients. They include 456 individual clients, 146 high-net-worth individuals, and 47 pension and profit-sharing plans. Of its assets, 100.0% ($1.22B across 1,853 accounts) are managed with discretion. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 10% |
| High-net-worth individuals | 21% | 38% |
| Pooled investment vehicles | 2% | 2% |
| Pension and profit-sharing plans | 7% | 10% |
| Charitable organizations | Fewer than 5 | <1% |
| Other client typesState or municipal government entities | 4% | 39% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 456 | $127M | 10.3% | $278K |
| High-net-worth individuals | 146 | $468M | 38.2% | $3.2M |
| Pooled investment vehicles | 15 | $19.7M | 1.6% | $1.31M |
| Pension and profit-sharing plans | 47 | $128M | 10.4% | $2.72M |
| Charitable organizations | Fewer than 5 | $788K | 0.1% | — |
| State or municipal government entities | 27 | $482M | 39.4% | $17.9M |
| Total | 691 | $1.22B | 100% | — |
- Clients
- 456
- Regulatory AUM
- $127M
- AUM share
- 10.3%
- Avg. per client
- $278K
- Clients
- 146
- Regulatory AUM
- $468M
- AUM share
- 38.2%
- Avg. per client
- $3.2M
- Clients
- 15
- Regulatory AUM
- $19.7M
- AUM share
- 1.6%
- Avg. per client
- $1.31M
- Clients
- 47
- Regulatory AUM
- $128M
- AUM share
- 10.4%
- Avg. per client
- $2.72M
- Clients
- Fewer than 5
- Regulatory AUM
- $788K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 27
- Regulatory AUM
- $482M
- AUM share
- 39.4%
- Avg. per client
- $17.9M
Total
- Clients
- 691
- Regulatory AUM
- $1.22B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
DecisionPoint Financial is paid through a percentage of assets under management and hourly charges; its fees and minimums are set out in its brochures on the SEC website.
The Scott and Sarah Johnson Family Trust, Dated June 15, 2004 owns 25% to 50% of DecisionPoint Financial. The leadership team of DecisionPoint Financial includes President Curtis Harrison and Chief Compliance Officer Scott Johnson. It has 18 employees, 14 of them in advisory roles.
Staff
- 18 employees
- 14 in advisory functions
- 12 state-registered reps
- Owns 25% to 50% of Decisionpoint Financial, LLC
The Scott and Sarah Johnson Family Trust, Dated June 15, 2004
Control person · since April 2018
Scott Johnson
Trustee · Control person · since June 2004
Sarah Johnson
Trustee · Control person · since June 2004
- Owns 25% to 50% of Decisionpoint Financial, LLC
The CK Harrison Family Trust, Dated December 16, 2020
since January 2020
Curtis Harrison
Trustee · Control person · since December 2019
Kailey Harrison
Trustee · Control person · since December 2019
- Owns 10% to 25% of Decisionpoint Financial, LLC
Matthew Daley
since January 2023
- Owns 10% to 25% of Decisionpoint Financial, LLC
Katherine Dow
Control person · since January 2026
DecisionPoint Financial’s regulatory assets grew 3.0× from $406M (March 2021) to $1.22B (September 2026); clients rose from 302 to 691 and employees from 8 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.22B | 691 | 18 | 3 |
| Mar 2025March 2025 | $849M | 523 | 15 | 2 |
| Mar 2024March 2024 | $689M | 444 | 9 | 2 |
| Mar 2023March 2023 | $574M | 372 | 10 | 2 |
| Mar 2022March 2022 | $496M | 322 | 8 | 2 |
| Mar 2021March 2021 | $406M | 302 | 8 | 2 |
Besides its headquarters, DecisionPoint Financial has 2 offices, with 3 listed addresses across 3 states.
Arizona · 1 listed address
- 2443 N Greenfield RD., Suite 217, MesaHQ
Montana · 1 listed address
- 104 E Main Street, Bozeman
Washington · 1 listed address
- 5727 Baker Way, Gig Harbor
Contact and registration details
- Legal name
- Decisionpoint Financial, LLC
- Headquarters
- 2443 N Greenfield RD., Suite 217, Mesa, AZ 85215
- Website
- dp457b.com
- Phone
- 480-553-6249
- @decisionpoint-financial-llc
- SEC file
- 801-113384
- Structure
- Arizona LLC
- Fiscal year end
- December
DecisionPoint Financial’s named custodian for separately managed accounts is Charles Schwab ($1.17B). DecisionPoint Financial has custody of $22.8M for 7 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.17B100%
At year end, DecisionPoint Financial’s separately managed accounts were mostly in funds (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $540M across 1,416 positions; the largest are Dimensional ETF Trust (33.3%), Dimensional ETF Trust (10.9%) and Vanguard Scottsdale Fds (9.2%).
What the accounts hold
- Stocks2%
- Funds97%
- Cash1%
How many clients does DecisionPoint Financial have?
DecisionPoint Financial has 691 clients and manages $1.22 billion for them, as of September 2026. They include 456 individual clients, 146 high-net-worth individuals, and 47 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026
What services does DecisionPoint Financial offer?
DecisionPoint Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does DecisionPoint Financial use?
DecisionPoint Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.17B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026
How many financial advisors does DecisionPoint Financial have?
DecisionPoint Financial has 12 investment adviser representatives registered with state securities authorities, out of 18 employees, and 14 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 DecisionPoint Financial invest in?
At the end of its last fiscal year, DecisionPoint Financial’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DecisionPoint Financial?
DecisionPoint Financial’s direct owners are the Scott and Sarah Johnson Family Trust, Dated June 15, 2004, the CK Harrison Family Trust, Dated December 16, 2020, Matthew Daley, and Katherine Dow, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 September 2026
How does DecisionPoint Financial get paid?
DecisionPoint Financial is paid through a percentage of assets under management and hourly charges. 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 DecisionPoint Financial?
DecisionPoint Financial’s main office is at 2443 N Greenfield RD., Suite 217, Mesa, AZ 85215. Its phone number is 480-553-6249. Its website is dp457b.com.