# POINTOAK RETIREMENT ADVISORS, LLC

POINTOAK RETIREMENT ADVISORS, LLC of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 314866
- Type: SEC-registered investment adviser
- SEC file number: 801-122008
- Location: 1751 PINNACLE DR, STE 600, MCLEAN, VA, 22102
- Phone: 703-595-4444
- Latest filing: 2026-03-04
- Regulatory AUM: $1.1B
- Discretionary AUM: $11.9M
- Non-discretionary AUM: $1.1B
- Clients: 3
- Accounts: 117

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Darshan Prakash Makim | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| MAKIM DARSHAN PRAKASH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314866/similar
- Related entities: https://search.stillhousedata.com/firm/314866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.