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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-18-2019
- Office Locations
- 5
Office Locations
About Vantage Point Financial, LLC
Vantage Point Financial, LLC is a retail RIA serving individuals and families across life milestones, with an emphasis on retirement readiness and multigenerational planning. The team provides financial, investment, tax, estate and insurance planning for clients such as business owners, retirees and athletes, and allocates primarily through ETFs and public funds with selective use of alternatives for qualified investors. Custodies with Charles Schwab.
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Owner & Executives
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Jeffrey A. Braun
Financial Advisor
- CRD
- #7576575
RONALD C BRAUN
President
- CRD
- #1408917
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,477,274 | $285,653 |
| Non-Discretionary | $46,092,445 | $311,435 |
| Total | $484,569,719 | $287,920 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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