Strategicpoint Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Providence, RI. Its latest Form ADV filing, dated March 30, 2026, reports $915M in regulatory assets under management, 12 employees, 1 office, and 1,934 accounts.
Assets Under Management
$915M
Employees
12
Offices
1 office
Total Clients
709
Primary office
PROVIDENCE, RI
294 WEST EXCHANGE STREET, PROVIDENCE, RI, United States
Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
401
2
HNWI
43.0%
305
3
Pension Plans
0.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$915Mas of March 30, 2026
Discretionary100.0%
$915M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$915M
Total Accounts1,934
10Y AUM Change+$336M (+58.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee59:1
10Y Employee Change-3 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.