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The fee is billed in advance.","source":"ADV PART 2A BROCHURE, filed 9 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Vantage Point Financial use?","answer":"Vantage Point Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $462M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vantage Point Financial have?","answer":"Vantage Point Financial has 17 investment adviser representatives registered with state securities authorities, out of 17 employees, and 17 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vantage Point Financial invest in?","answer":"At the end of its last fiscal year, Vantage Point Financial’s separately managed accounts held 77% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 4% pooled vehicles (private funds and similar), 3% cash and equivalents and 1% other. The 1% other category is described as: Variable Annuities (Insurance Products).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vantage Point Financial?","answer":"Vantage Point Financial’s direct owners are Nicholas Joseph Reiland (50% to 75%) and Timothy Martin Kuntz (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vantage Point Financial get paid?","answer":"Vantage Point Financial is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}