# Spirepoint Private Client, LLC

> 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.

- CRD: 327350
- Filed as: SPIREPOINT PRIVATE CLIENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vero Beach, FL
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327350
- AdvisorCensus page: https://advisorcensus.com/firm/spirepoint-private-client-llc-vero-beach-fl-327350

## Quick answers

**How is Spirepoint Private Client, LLC compensated?**
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).

**How much does Spirepoint Private Client, LLC charge?**
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.

**Where is Spirepoint Private Client, LLC located?**
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).

**Is Spirepoint Private Client, LLC registered with the SEC or a state?**
Spirepoint Private Client, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327350.

**How much does Spirepoint Private Client, LLC manage?**
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).

**How have Spirepoint Private Client, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Spirepoint Private Client, LLC serve?**
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).

**Which custodians does Spirepoint Private Client, LLC use?**
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.

**Does Spirepoint Private Client, 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/327350

**Does Spirepoint Private Client, LLC state an account minimum?**
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."

**What changed in Spirepoint Private Client, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in CA, MI, VT.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: None

> The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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.
- Goldman Sachs Custody Solutions

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: $1,440,036,577
- Discretionary: $1,440,036,577
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 391 | $57,944,904 |
| High net worth individuals | 930 | $1,153,816,788 |
| Corporations or other businesses not listed above | 55 | $228,274,885 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, GA, IL, LA, MI, NC, NJ, NY, PA, SC, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Palm Beach Gardens, FL

### Websites listed on Form ADV (Item 1.I)
- spirepointpc.com
- Facebook @SPIREPOINT_PRIVATE_CLIENT
- LinkedIn @SPIREPOINT-PRIVATE-CLIENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 5 | June 14, 2023 |
| October 2024 | $934,052,308 | 6 | May 7, 2024 |
| October 2025 | $1,123,920,196 | 7 | April 22, 2025 |
| October 2026 | $1,440,036,577 | 10 | June 25, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in CA, MI, VT.

### April 2026
- 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%).

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

### December 2025
- Employees performing advisory functions went from 4 to 6.
- Registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spirepoint Private Client, LLC (CRD 327350): Form ADV filing data as of October 2026.