On Point Crna registers with the SEC

New SEC-registered adviser · CRD 312142 · 801-137474 · effective 2026-10-09

Effective 2026-10-09. 4 employees (2 advisory), $100M regulatory AUM across 1370 accounts. Notice-filed in LA, MI, OH, TX, FL. Limited Liability Company (MI).

Notice-filed in 5+ states

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance