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- Custodian
- Altruist · Charles Schwab & Company · Pershing · Transamerica · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-25-2017
- Office Locations
- 1
Office Locations
About Point Loma Advisors
Point Loma Advisors is a San Diego-based, fee-only RIA with CFP professionals providing financial planning and investment management for retail clients. Portfolios are built primarily with ETFs and public funds, with a focus on optimizing investment choices and limiting risk. Custody/platform relationships include Schwab and Pershing.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Point Loma Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Bradley Kent Nelson
Chief Compliance Officer, President
- CRD
- #6764900
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,914,771 | -- |
| Total | $9,914,771 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Point Loma Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.