Vernal Point Advisors, LLC
SEC RegisteredWe partner with families to build and manage efficient family offices.
About the firm
Vernal Point is a self-capitalized, 100% partner-owned firm that partners with families to build and manage single family offices. The firm serves families with a collective $10 billion in net worth, offering integrated, cross-disciplinary strategic wealth planning and family office management. Vernal Point partners have played leadership roles in over 20 family offices and the management of over $25 billion of assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Building and managing single family offices, including comprehensive cross-disciplinary strategic wealth planning, investment program management (bottom-up and top-down portfolio optimization), family office leadership and executive functions, and the option to fully outsource family office management or leverage Vernal Point to improve an existing family office solution.
Who they serve
Wealthy families seeking to build or optimize single family offices, described as 'proactive optimizers' who are capable of building their own family offices but choose to partner with Vernal Point to focus their time on highest and best use endeavors.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 18 | $3.8B |
| Pension/Profit Sharing Plans | 2 | $111M |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 million | 0.90% |
| Next $5 million | 0.80% |
| Next $10 million | 0.70% |
| Next $20 million | 0.60% |
| Above $40 million | 0.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vernal Point Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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