$176.4M Total AUM
$176.4M Disc. AUM
-- 3Y CAGR
5 Employees
160 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2023
- Office Locations
- 1
Office Locations
10500 Little Patuxent Parkway Suite 460 Columbia MD
About Pointer Financial Advisors LLC
Pointer Financial Advisors is a Columbia, MD–based fee-only, fiduciary firm providing financial planning and investment management, with a client-centered focus for individuals preparing for and living in retirement. The team highlights its NAPFA affiliation and was named a Top Four Financial Advisor in Howard County in The Baltimore Sun’s 2025 Readers’ Choice awards.
Team overview
-- AVG AGE
$88.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Custodian
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Technology
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Owner & Executives
T
TIMOTHY NICHOLAS MUDD
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #2521026
- Ownership
- 75% or more
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JARON BEACH
--
- CRD
- #6876719
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,396,108 | $334,084 |
| Non-Discretionary | $0 | -- |
| Total | $176,396,108 | $334,084 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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