← Directory
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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.