{
  "crd_number": 327350,
  "slug": "spirepoint-private-client-llc-vero-beach-fl-327350",
  "primary_business_name": "SPIREPOINT PRIVATE CLIENT, LLC",
  "legal_name": "SPIREPOINT PRIVATE CLIENT, LLC",
  "dbas": [],
  "city": "Vero Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "42680",
  "metro": {
    "cbsa_code": "42680",
    "common_name": "Sebastian",
    "msa_name": "Sebastian-Vero Beach-West Vero Corridor, FL",
    "path": "/advisors/fl/sebastian"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-14",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-25",
  "carried_forward": false,
  "raum_total": 1440036577.0,
  "raum_discretionary": 1440036577.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 57944904.0,
      "count": 391
    },
    "high_net_worth_individuals": {
      "raum": 1153816788.0,
      "count": 930
    },
    "corporations_other_businesses": {
      "raum": 228274885.0,
      "count": 55
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "LA",
    "MI",
    "NC",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "VT"
  ],
  "websites": [
    "https://facebook.com/SPIREPOINT_PRIVATE_CLIENT",
    "https://linkedin.com/COMPANY/SPIREPOINT-PRIVATE-CLIENT",
    "https://spirepointpc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327350",
  "city_as_filed": "VERO BEACH",
  "url": "https://advisorcensus.com/firm/spirepoint-private-client-llc-vero-beach-fl-327350",
  "display_name": "Spirepoint Private Client, LLC",
  "summary": "Spirepoint Private Client, LLC is an SEC-registered investment advisory firm in Vero Beach, FL, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 25, 2026.",
  "citation": "AdvisorCensus. Spirepoint Private Client, LLC (CRD 327350): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Spirepoint Private Client, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Spirepoint Private Client, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Spirepoint Private Client, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Spirepoint Private Client, LLC located?",
      "a": "Spirepoint Private Client, LLC's principal office is in Vero Beach, FL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Spirepoint Private Client, LLC registered with the SEC or a state?",
      "a": "Spirepoint Private Client, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327350."
    },
    {
      "q": "How much does Spirepoint Private Client, LLC manage?",
      "a": "Spirepoint Private Client, LLC reports $1,440,036,577 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Spirepoint Private Client, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Spirepoint Private Client, LLC: Regulatory assets under management: $0 in the October 2023 data and $1,440,036,577 in the October 2026 data. Total employees: 5 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Spirepoint Private Client, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (930); individuals (other than high net worth individuals) (391); corporations or other businesses not listed above (55)."
    },
    {
      "q": "Which custodians does Spirepoint Private Client, LLC use?",
      "a": "Spirepoint Private Client, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Spirepoint Private Client, LLC report any disciplinary disclosures?",
      "a": "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/327350"
    },
    {
      "q": "Does Spirepoint Private Client, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in Spirepoint Private Client, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in CA, MI, VT."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 5,
      "filing_date": "2023-06-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 934052308.0,
      "total_employees": 6,
      "filing_date": "2024-05-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1123920196.0,
      "total_employees": 7,
      "filing_date": "2025-04-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1440036577.0,
      "total_employees": 10,
      "filing_date": "2026-06-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in CA, MI, VT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 8.",
        "Regulatory assets under management went from $1,123,920,196 to $1,440,036,577 (+28%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 4 to 6.",
        "Registered or notice-filed in NJ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our annual fee ranges up to 1.5 % annually and is assessed and/or charged monthly, in advance, based on the value at the end of the billing period."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our annual fee ranges up to 1.5 % annually and is assessed and/or charged monthly, in advance, based on the value at the end of the billing period.",
      "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/spirepoint-private-client-llc-vero-beach-fl-327350.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 391,
      "fewer_than_5": false,
      "raum": 57944904.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 930,
      "fewer_than_5": false,
      "raum": 1153816788.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 55,
      "fewer_than_5": false,
      "raum": 228274885.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327350",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}