$157.7M Total AUM
$157.7M Disc. AUM
-- 3Y CAGR
3 Employees
431 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-23-2012
- Office Locations
- 1
Office Locations
149 East Center Avenue Sebring FL
About Waypoints Financial
Waypoints Financial is a Sebring, FL-based RIA providing investment management, retirement planning, and holistic financial planning with a focus on disciplined diversification and prudent asset allocation. The team is led by President John R. Clark, CFP®, and supports retirees and business owners/entrepreneurs; assets are custodied with Charles Schwab and TD Ameritrade.
Team overview
58 AVG AGE
$52.6M AVG AUM / ADVISOR
$365.9K AVG AUM / CLIENT
14.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JOHN RICHARD CLARK
Chief Compliance Officer, Managing Member, President
- CRD
- #2139449
- Ownership
- 25% but less than 50%
Available
Available
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T
THOMAS SCOTT CRUTCHFIELD
Managing Member, Vice President
- CRD
- #2846546
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,721,041 | $243,397 |
| Non-Discretionary | $0 | -- |
| Total | $157,721,041 | $243,397 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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