# Strategicpoint Investment Advisors LLC

> Strategicpoint Investment Advisors LLC is an SEC-registered investment advisory firm in Providence, RI, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 124636
- Filed as: STRATEGICPOINT INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Providence, RI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124636
- AdvisorCensus page: https://advisorcensus.com/firm/strategicpoint-investment-advisors-llc-providence-ri-124636

## Quick answers

**How is Strategicpoint Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strategicpoint Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Strategicpoint Investment Advisors LLC located?**
Strategicpoint Investment Advisors LLC's principal office is in Providence, RI, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Strategicpoint Investment Advisors LLC registered with the SEC or a state?**
Strategicpoint Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 124636.

**How much does Strategicpoint Investment Advisors LLC manage?**
Strategicpoint Investment Advisors LLC reports $914,758,697 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Strategicpoint Investment Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Strategicpoint Investment Advisors LLC: Regulatory assets under management: $648,314,253 in the October 2021 data and $914,758,697 in the October 2026 data, up 41%. Total employees: 12 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategicpoint Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (401); high net worth individuals (305); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Strategicpoint Investment Advisors LLC use?**
Strategicpoint Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Strategicpoint Investment 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 SEC record: https://adviserinfo.sec.gov/firm/summary/124636

**Does Strategicpoint Investment Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "SPIA generally requires a minimum of $250,000 of assets under management for each client relationship." "SPIA generally requires a minimum of $250,000 of assets under management for each client relationship but reserves the discretion to waive the minimum on a case-by-case basis."

**What changed in Strategicpoint Investment Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $806,366,242 to $914,758,697 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

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

> SPIA generally requires a minimum of $250,000 of assets under management for each client relationship.

> SPIA generally requires a minimum of $250,000 of assets under management for each client relationship but reserves the discretion to waive the minimum on a case-by-case basis.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $914,758,697
- Discretionary: $914,758,697
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 401 | $171,173,686 |
| High net worth individuals | 305 | $738,084,468 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $5,500,543 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2002 (23 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, MD, ME, NC, NH, NY, RI, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- East Greenwich, RI

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- strategicpoint.com
- vimeo.com/user16039654
- Facebook @STRATEGICPOINTINVESTMENTADVISORS
- LinkedIn @2064318
- LinkedIn @STRATEGICPOINT-INVESTMENT-ADVISORS
- LinkedIn @focus-financial-partners
- X @derekamey
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $648,314,253 | 12 | September 3, 2021 |
| October 2022 | $751,788,800 | 13 | March 30, 2022 |
| October 2023 | $637,570,364 | 13 | September 19, 2023 |
| October 2024 | $716,766,644 | 12 | June 27, 2024 |
| October 2025 | $806,366,242 | 12 | March 31, 2025 |
| October 2026 | $914,758,697 | 12 | March 30, 2026 |

Regulatory assets under management: $648,314,253 in the October 2021 data and $914,758,697 in the October 2026 data, up 41%.
Total employees: 12 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $806,366,242 to $914,758,697 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategicpoint Investment Advisors LLC (CRD 124636): Form ADV filing data as of October 2026.