# Sagepointe Advisors LLC

> Sagepointe Advisors LLC is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 288883
- Filed as: SAGEPOINTE ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288883
- AdvisorCensus page: https://advisorcensus.com/firm/sagepointe-advisors-llc-288883

## Quick answers

**How is Sagepointe Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sagepointe Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sagepointe Advisors LLC registered with the SEC or a state?**
Sagepointe Advisors LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288883.

**How much does Sagepointe Advisors LLC manage?**
Sagepointe Advisors LLC reports $79,646,774 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (92% discretionary).

**What types of clients does Sagepointe Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (12); corporations or other businesses not listed above (4).

**Does Sagepointe Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288883

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $79,646,774
- Discretionary: $73,610,554
- Non-discretionary: $6,036,220

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,022,476 |
| High net worth individuals | 41 | $60,843,897 |
| Corporations or other businesses not listed above | 4 | $15,780,401 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sagepointeadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagepointe Advisors LLC (CRD 288883): Form ADV filing data as of October 2026.