Wealth Manager
    SEC Registered
    Manages Private Funds

    Strategicpoint Investment Advisors LLC

    Registered investment advisor · Providence, Rhode Island · CRD #124636

    Assets Under Management
    $915M
    Client Accounts
    1,934
    Employees
    12
    CRD Number
    124636
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Strategicpoint Investment Advisors LLC

    StrategicPoint Investment Advisors LLC is an independent wealth management firm offering financial planning and investment management. It provides discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates under common control with StrategicPoint Securities, LLC.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Strategicpoint Investment Advisors LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Strategicpoint Investment Advisors LLC's AUM?

    Strategicpoint Investment Advisors LLC reports approximately $915M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Strategicpoint Investment Advisors LLC headquartered?

    Strategicpoint Investment Advisors LLC is headquartered in Providence, Rhode Island.

    What is Strategicpoint Investment Advisors LLC's CRD number?

    Strategicpoint Investment Advisors LLC's CRD number is 124636. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Strategicpoint Investment Advisors LLC manage?

    Strategicpoint Investment Advisors LLC manages approximately 1,934 client accounts according to its latest SEC filing.

    Is Strategicpoint Investment Advisors LLC SEC registered?

    Yes, Strategicpoint Investment Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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