Asset manager · Corona Del MAR, CA
Alphapoint, Inc.
SEC-registered investment adviser · CRD 130115 · SEC 801-62719
At a glance
Alphapoint, Inc. is an SEC-registered investment adviser based in Corona Del MAR, California, with $5.6 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 659th of 3,218 asset managers and 1,949th of 17,210 SEC-registered advisers by assets.
Main office 714-290-4762As filed on Form ADV
- Regulatory AUM
- $5.6B
- Rank among asset managers
- #659 of 3,218
- Rank among all SEC RIAs
- #1,949 of 17,210
- Rank in California
- #209 of 1,873
- Clients
- 115
- Accounts
- 115
- Discretionary
- 1% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Guy L. MuranakaPresident, Director, Chief Compliance Officer
Custody and brokerage
5 custodians
- Fidelity$1.9B48%
- Lincoln Financial Investment Services$773M19%
- Voya Financial Advisors$708M18%
- Charles Schwab$568M14%
- Empower Financial Services$0M0%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 115 | $5.6B | 100% |
Disciplinary disclosures
Alphapoint, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Pension consulting
How it’s paid
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 684 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Alphapoint, Inc. manage?
Alphapoint, Inc. reports $5.6 billion in regulatory assets under management across 115 accounts, 1% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Alphapoint, Inc.?
Alphapoint, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Alphapoint, Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($5.6 billion, 115 clients).
Does Alphapoint, Inc. have any disciplinary history?
Alphapoint, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Alphapoint, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →