# Sagepoint Capital Partners LLC

> Sagepoint Capital Partners LLC is an SEC-registered investment advisory firm in Franklin, TN, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 339742
- Filed as: SAGEPOINT CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339742
- AdvisorCensus page: https://advisorcensus.com/firm/sagepoint-capital-partners-llc-franklin-tn-339742

## Quick answers

**How is Sagepoint Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sagepoint Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Sagepoint Capital Partners LLC charge?**
Its Form ADV Part 2A brochure dated July 24, 2026 states: Hourly rate: $300 an hour (general consultations); Flat fee: $2,500 to $20,000 (financial planning); Flat fee: $3,500 (engagement fee); Flat fee: $10,000 a year (ongoing engagement fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sagepoint Capital Partners LLC located?**
Sagepoint Capital Partners LLC's principal office is in Franklin, TN, according to its Form ADV.

**Is Sagepoint Capital Partners LLC registered with the SEC or a state?**
Sagepoint Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339742.

**How much does Sagepoint Capital Partners LLC manage?**
Sagepoint Capital Partners LLC reports $888,349,379 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (33% discretionary).

**Does Sagepoint Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339742

**What changed in Sagepoint Capital Partners LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 1 to 3. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Minimum annual fee: None

> SCP does not charge a minimum advisory fee or impose a minimum dollar amount per annum on advisory fees for investors.

- Hourly rate: $300 an hour (general consultations)

> Investment Consulting arrangements typically involve general consultations billed at an hourly rate of up to $300 per hour, in 15 -minute intervals thereafter.

- Flat fee: $2,500 to $20,000 (financial planning)

> Our fixed-fee financial planning is negotiable but will generally range from $2,500 to $20,000, depending on the nature and complexity of the client’s circumstances.

- Flat fee: $3,500 (engagement fee)

> We also offer a one-time engagement fee of up to $3,500. Additionally, if the complexity of the client relationship requires it, we may charge an ongoing engagement fee of up to $10,000 per year.

- Flat fee: $10,000 a year (ongoing engagement fee)

> We also offer a one-time engagement fee of up to $3,500. Additionally, if the complexity of the client relationship requires it, we may charge an ongoing engagement fee of up to $10,000 per year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $888,349,379
- Discretionary: $289,776,344
- Non-discretionary: $598,573,035

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $467,011 |
| High net worth individuals | Fewer than 5 | $887,882,368 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sagepointcp.com
- LinkedIn @sagepointcp

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 1 to 3.
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagepoint Capital Partners LLC (CRD 339742): Form ADV filing data as of October 2026.