Strategicpoint Investment Advisors LLC
Providence, RI·SEC-registered · CRD #124636
Strategicpoint Investment Advisors LLC is an SEC-registered investment advisory firm in Providence, RI managing $915M across 1.9k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$915M
Client accounts
1.9k
Advisory staff
6
Fee model
Fee-only
How Strategicpoint Investment Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Strategicpoint Investment Advisors LLC
How much does Strategicpoint Investment Advisors LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Strategicpoint Investment Advisors LLC reports $915M in regulatory assets under management across roughly 1.9k client accounts.
How does Strategicpoint Investment Advisors LLC charge?
Strategicpoint Investment Advisors LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Strategicpoint Investment Advisors LLC a fiduciary?
Yes. Strategicpoint Investment Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #124636), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Strategicpoint Investment Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Strategicpoint Investment Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Strategicpoint Investment Advisors LLC's public SEC Form ADV filing (CRD #124636, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Strategicpoint Investment Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Strategicpoint Investment Advisors LLC? Claim this profile.