Decisionpoint Financial, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 691
- Avg AUM / client
- $1.8M
- Accounts
- 1,853
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 679 positions, $463,889,843)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | US CORE EQUITY 2 | $147,337,932 | 3,791,506 | 31.8% | 12.0% |
| 2 | Dimensional Etf Trust | INTL CORE EQUITY | $50,432,005 | 1,419,420 | 10.9% | 4.12% |
| 3 | Vanguard Scottsdale Fds | INT-TERM CORP | $45,253,881 | 546,875 | 9.76% | 3.7% |
| 4 | Dimensional Etf Trust | US SMALL CAP ETF | $30,127,457 | 423,555 | 6.49% | 2.46% |
| 5 | Dimensional Etf Trust | CORE FIXED INCOM | $26,699,762 | 632,396 | 5.76% | 2.18% |
| 6 | Dimensional Etf Trust | INTL CORE EQT MK | $26,593,626 | 682,588 | 5.73% | 2.17% |
| 7 | Vanguard Index Fds | REAL ESTATE ETF | $23,923,681 | 269,715 | 5.16% | 1.95% |
| 8 | Home Bancshares Inc | COM | $15,663,054 | 581,621 | 3.38% | 1.28% |
| 9 | Dimensional Etf Trust | EMERGING MKTS CO | $15,085,667 | 436,633 | 3.25% | 1.23% |
| 10 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $12,442,869 | 156,968 | 2.68% | 1.02% |
| 11 | Dimensional Etf Trust | US CORE EQUITY 1 | $11,929,959 | 165,510 | 2.57% | 0.97% |
| 12 | Dimensional Etf Trust | EMGR CRE EQT MNG | $8,394,965 | 247,931 | 1.81% | 0.69% |
| 13 | Ishares Tr | 0-5YR INVT GR CP | $4,857,463 | 96,206 | 1.05% | 0.4% |
| 14 | Dimensional Etf Trust | US REAL ESTATE E | $4,590,990 | 194,122 | 0.99% | 0.38% |
| 15 | Vanguard Index Fds | TOTAL STK MKT | $3,988,772 | 12,433 | 0.86% | 0.33% |
| 16 | Schwab Strategic Tr | 5 10YR CORP BD | $3,701,283 | 163,196 | 0.8% | 0.3% |
| 17 | Apple Inc | COM | $2,901,591 | 11,433 | 0.63% | 0.24% |
| 18 | Vanguard Index Fds | SMALL CP ETF | $2,681,504 | 10,238 | 0.58% | 0.22% |
| 19 | Microsoft Corp | COM | $2,421,966 | 6,543 | 0.52% | 0.2% |
| 20 | Marriott Intl Inc New | CL A | $1,520,876 | 4,650 | 0.33% | 0.12% |
| 21 | Vanguard Index Fds | S&P 500 ETF SHS | $1,512,187 | 2,531 | 0.33% | 0.12% |
| 22 | Vanguard Star Fds | VG TL INTL STK F | $1,469,151 | 19,053 | 0.32% | 0.12% |
| 23 | Vanguard Bd Index Fds | TOTAL BND MRKT | $1,401,778 | 19,036 | 0.3% | 0.11% |
| 24 | Schwab Strategic Tr | US BRD MKT ETF | $838,930 | 33,423 | 0.18% | 0.07% |
| 25 | Amazon Com Inc | COM | $805,797 | 3,869 | 0.17% | 0.07% |
Top 25 of 679 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 456 | $127M | 10.3% |
| High net worth individuals | 146 | $468M | 38.2% |
| Pooled investment vehicles (non-investment companies) | 15 | $19.7M | 1.61% |
| Pension and profit sharing plans | 47 | $128M | 10.4% |
| Charitable organizations | Fewer than 5 clients | $788K | 0.06% |
| State or municipal government entities | 27 | $482M | 39.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| 401(k) Simplified Flexible Advisortrust, Inc. | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Johnson, Sarah | Trustee | Jun 2004 (22y) | GP / trustee / elected manager of The Scott And Sarah Johnson Family Trust, Dated June 15, 2004 (indirect) | |
| Scott Jamison Johnson | Chief Compliance Officer | CFP | Jun 2004 (22y) | Less than 5% |
| Curtis John Harrison | Vice President | CFP | Jun 2018 (8y) | Less than 5% |
| Matthew Judson Daley | Partner & Senior Financial Planner | CFP | Jun 2018 (8y) | 5% – 10% |
| Harrison, Kailey, Ann | Trustee | Dec 2019 (7y) | GP / trustee / elected manager of The Ck Harrison Family Trust, Dated December 16, 2020 (indirect) | |
| Brett Ernest Adams | Registered representative | Jun 2020 (6y) | ||
| Chadd Simeon Peachey | Registered representative | CFP | Oct 2021 (5y) | |
| Devin Ray Miller | Registered representative | Mar 2022 (4y) | ||
| Kortney Michele Bamrick | Registered representative | Nov 2023 (3y) | ||
| Matthew Clawson | Registered representative | Sep 2024 (2y) | ||
| Jessica Mc Kell Lyons Briggs | Registered representative | CFP | Jan 2025 (2y) | |
| Jessica Amy Wilhite | Registered representative | Jan 2025 (2y) | ||
| Ryne Douglas Macpherson | Registered representative | CFP | Mar 2025 (1y) | |
| Jacob Elijah Laws | Registered representative | Jun 2025 (1y) | ||
| Katherine Grace Dow | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Scott And Sarah Johnson Family Trust, Dated June 15, 2004 | Managing Member | Apr 2018 | A | 50% – 75% |
| The Ck Harrison Family Trust, Dated December 16, 2020 | Member | Jan 2020 | A | 25% – 50% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| 401(k) Simplified Flexible | Advisortrust, Inc. | 5,085 | $159M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗