CRD: 312978
Landing Point Financial Group
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ridge frontier
- Established Date
- 05-19-2021
- Office Locations
- 2
Office Locations
About Landing Point Financial Group
Landing Point Financial Group is an independent fiduciary RIA delivering holistic financial planning and investment management for pre-retirees, retirees, and small business owners. The team coordinates cash flow, asset allocation (often using ETFs and mutual funds), insurance, estate and tax planning, and prepares personal tax returns in-house to act on strategies like Roth conversions and tax-loss harvesting. Fees are asset-based or flat, and clients are served nationwide via virtual meetings.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOEY LEE FLINNER
Chief Executive Officer
- CRD
- #2769395
- Ownership
- 75% or more
KEVIN MIN KIM
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Optima pathway
Unison atlas meridian
- CRD
- #70524
- Ownership
- 35.4%
Showing 2 of 3 owners & executives
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Garrett Allen Bourbina
Wealth Advisor
- CRD
- #6653328
CASEY MARIE DAVIS
Partner
- CRD
- #5320645
Vertex meridian
Peak prime vector
- CRD
- #76901
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,931,914 | $207,575 |
| Non-Discretionary | $43,318,108 | $264,135 |
| Total | $381,250,022 | $212,751 |
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Separately Managed Accounts
Total SMA Asset: $381,250,022
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $132,568,686 | 10.0% |
| Equity - Exchange | $450,733,532 | 34.0% |
| Cash | $143,174,181 | 10.8% |
| Corporate - Investment Grade | $599,210,460 | 45.2% |
| Total | $1,325,686,859 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST EAGLE UNISON | QUANTUM EAGLE | 4IQNSCXWZ | YNYNO | 6.33% | $71,636,117 |
| EAGLE HARBOR | ATLAS VITAL | ZMHNLE9OB | JHK | 9.11% | $118,336,904 |
| CAPITAL OPTIMA LEGACY | MATRIX MOMENTUM | 61A7NSKHB | YHP | 7.46% | $67,827,500 |
| TIMBER RIDGE | MOMENTUM TIMBER | KJF2Z5P3R | CDYZP | 4.96% | $44,644,367 |
| CREST EAGLE ZENITH | LEGACY HORIZON | URWZ14MP7 | AUR | 4.79% | $45,587,721 |
| SUMMIT ZENITH QUANTUM | SIGNAL DELTA | FV6D24TSG | TXWOC | 3.56% | $105,987,687 |
| ZENITH ALPHA | HORIZON FOCUS | XSW5U7P6D | WPA | 1.60% | $23,514,500 |
| CREST VITAL INSIGHT | BRIDGE DELTA | SOCV28ZJU | HKPCX | 2.66% | $29,392,114 |