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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | 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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