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STRATEGICPOINT INVESTMENT ADVISORS LLC
Legal name: STRATEGIC POINT INVESTMENT ADVISORS LLC
CRD 124636File 801-61711
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$914.8M
Above cohort median (national)
Discretionary AUM
$914.8M
Clients
709
1,934 accounts
Employees
12
Above cohort median in RI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 31, 2002
- Principal office
- 294 WEST EXCHANGE STREET, PROVIDENCE, RI, 02903-1004
- Phone
- 401-273-1500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $914.8M
- Discretionary AUM
- $914.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,934
- Non-discretionary accounts
- 0
- Total accounts
- 1,934
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 305 | $738.1M |
| Pension and profit sharing plans | 3 | $5.5M |
| Individuals (other than high net worth individuals) | 401 | $171.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — REVENUE SHARING WITH OUR AFFILLIATE, FOCUS RISK SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 706 | 709 | increased by3 |
| Apr 1, 2026 | AUM | $806,366,242 | $914,758,697 | increased by$108,392,455 |
| Apr 1, 2026 | Accounts | 1,963 | 1,934 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 12 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 645 | 706 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $751,788,800 | $806,366,242 | increased by$54,577,442 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,937 | 1,963 | increased by26 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 638 | 645 | increased by7 |
| Apr 1, 2022 | AUM | $648,314,253 | $751,788,800 | increased by$103,474,547 |
| Apr 1, 2022 | Accounts | 1,910 | 1,937 | increased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGICPOINT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGICPOINT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.