# Inflection Financial

Inflection Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309631
- **SEC file number:** 801-119256
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309631

## About

INFLECTION FINANCIAL is an SEC-registered investment adviser in SAN ANTONIO, TX, registered since 2020. The firm manages $491 million in assets, with $485 million on a discretionary basis. It has 4 employees and 2 investment advisers.

## Questions

### What is known about Inflection Financial's investment strategy?

No public sources describe Inflection Financial's strategy, asset-class mix, or target sectors. The firm has not published an investment thesis or disclosed any portfolio holdings, making its approach unclear.

### Who manages Inflection Financial?

The firm has not publicly identified any named partners, CEOs, CIOs, or other investment professionals. No principals appear in public records or media reports.

### Does Inflection Financial have any public AUM or transaction history?

No. The firm has disclosed no AUM, deployment number, or deal activity. No recent investments, fund closings, or advisory roles have been reported in reliable sources.

### Where is Inflection Financial located?

No office address or headquarters city has been made public. The firm's geographic presence is not documented.

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- [Shokohi Wealth Management Group](https://altss.com/profile/shokohi-wealth-management-group-llc)
- [DIPAOLO FINANCIAL GROUP, INC.](https://altss.com/profile/dipaolo-financial-group-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/inflection-financial

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