# Sharpepoint, LLC

> Sharpepoint, LLC is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 290719
- Filed as: SHARPEPOINT, LLC
- Also doing business as: MCCALEB WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290719
- AdvisorCensus page: https://advisorcensus.com/firm/sharpepoint-llc-phoenix-az-290719

## Quick answers

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

**Where is Sharpepoint, LLC located?**
Sharpepoint, LLC's principal office is in Phoenix, AZ, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sharpepoint, LLC registered with the SEC or a state?**
Sharpepoint, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 290719.

**How much does Sharpepoint, LLC manage?**
Sharpepoint, LLC reports $222,806,601 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**How have Sharpepoint, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sharpepoint, LLC: Regulatory assets under management: $128,293,281 in the October 2021 data and $222,806,601 in the October 2026 data, up 74%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sharpepoint, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (415); high net worth individuals (64); charitable organizations (10).

**Which custodians does Sharpepoint, LLC use?**
Sharpepoint, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sharpepoint, 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/290719

**Does Sharpepoint, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 16, 2026 says: "There is a minimum account size of $250,000 to open and maintain an advisory account. However, this account minimum may be waived at SharpePoint’s sole discretion."

**What changed in Sharpepoint, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $150,495,638 to $222,806,601 (+48%).

## 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 April 16, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> There is a minimum account size of $250,000 to open and maintain an advisory account. However, this account minimum may be waived at SharpePoint’s sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $222,806,601
- Discretionary: $222,806,601
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 415 | $86,518,952 |
| High net worth individuals | 64 | $124,065,686 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,671,205 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,588,690 |
| Charitable organizations | 10 | $2,962,068 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, MI, NH, NM, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Pinetop, AZ

### Websites listed on Form ADV (Item 1.I)
- mccalebwealthmanagement.com
- sharpepoint.com
- Facebook @SharpePointPrivateClientGroup
- Instagram @sharpepointllc
- LinkedIn @sharpepoint-private-client-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,293,281 | 7 | March 3, 2021 |
| October 2022 | $152,388,176 | 7 | September 20, 2022 |
| October 2023 | $131,407,458 | 7 | September 18, 2023 |
| October 2024 | $147,952,213 | 5 | September 23, 2024 |
| October 2025 | $150,495,638 | 5 | March 26, 2025 |
| October 2026 | $222,806,601 | 5 | April 16, 2026 |

Regulatory assets under management: $128,293,281 in the October 2021 data and $222,806,601 in the October 2026 data, up 74%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $150,495,638 to $222,806,601 (+48%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sharpepoint, LLC (CRD 290719): Form ADV filing data as of October 2026.