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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-12-2013
- Office Locations
- 2
Office Locations
About Vernal Point Advisors, LLC
Vernal Point Advisors partners with wealthy families to design, build, and manage integrated single family offices grounded in cross-disciplinary strategic wealth planning. Families can fully outsource family office management or engage the firm to refine an existing setup, coordinating key functions alongside investment oversight. Independent and 100% partner-owned, with team experience across 25+ family offices.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 43.6%, from $2.7B to $3.9B.
Across 5 reported observations, AUM increased 273.7% between September 6, 2022 and March 31, 2026, from $1.1B to $3.9B.
Of the latest reported AUM, 61.2% is discretionary and 38.8% is non-discretionary.
The firm reports 8 advisory representatives and 20 clients, or 2.5 clients per representative. That equates to $196.9M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on July 10, 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
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Vernal Point Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL WILLIAM MORELLI
Advisor, Managing Member
- CRD
- #6150421
- Ownership
- 50% but less than 75%
MARK DAVID GUINNEY
Chief Investment Officer
- CRD
- #5868167
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Ryan J Cardiff
--
- CRD
- #7293809
RICHARD GORDON FAW III
President
- CRD
- #5922307
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,410,000,000 | $10,432,900 |
| Non-Discretionary | $1,528,000,000 | $63,666,667 |
| Total | $3,938,000,000 | $15,443,137 |
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Separately Managed Accounts
SMA allocation detail is available
Vernal Point Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Vernal Point Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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