On Point Crna

Overview

On Point Crna is an independent registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers, operating under a mix of percentage-of-AUM and fixed-fee arrangements. As a declared capital allocator, the firm blends direct discretionary management with outsourced manager selection, leaning heavily on pooled public funds rather than an in-house security-picking model. The adviser is not positioned as an ESG-focused manager and does not present itself as a multi-state or pension consultant; its service set is built around household wealth management and adviser-of-advisers roles.

Assets & Accounts

Investments & Alternatives

Location & Offices