Strategic Point Investment Advisors Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 124636
· SEC file 801-61711
· Providence, RI
· WWW.FOCUSFINANCIALPARTNERS.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $915M
- Discretionary
- $915M
- Clients
- 709
- Avg AUM / client
- $1.3M
- Accounts
- 1,934
- Employees
- 12
AUM over time
$421M
$915M
Mar 30, 2012
Mar 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 401 | $171M | 18.7% |
| High net worth individuals | 305 | $738M | 80.7% |
| Pension and profit sharing plans | 3 | $5.5M | 0.6% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Joseph Anzelone | Chief Compliance Officer | Jan 2003 (24y) | Less than 5% | |
| Felice, Andrea, Regina | Chief Financial Officer | Mar 2009 (17y) | Less than 5% | |
| Derek Michael Amey | Portfolio Manager | Jun 2009 (17y) | Less than 5% | |
| Sean Michael Giles | Registered representative | Feb 2006 (20y) | ||
| Aaron Charles Reynolds | Registered representative | CFA | Aug 2011 (15y) | |
| Tara L. Budlong | Registered representative | Apr 2015 (11y) | ||
| Kristina Marie Mello | Registered representative | Sep 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fi Services Holdings, Llc | Member | Jan 2006 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 42.19% – 100% via Focus Operating, Llc |
| Focus Operating, Llc | Member | Jan 2006 | B | ≈ 56.25% – 100% via Fi Services Holdings, Llc |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 31.64% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Acquisition, Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 23.73% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Ultimate Holdings Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 23.73% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Acquisition, Llc |
| Ferdinand Ffp Parent, Inc | Member | Aug 2023 | B | ≈ 13.35% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder | Aug 2023 | B | ≈ 10.01% – 100% via Ferdinand Ffp Parent, Inc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 11.87% – 75% via Ferdinand Ffp Ultimate Holdings Lp |
| Clayton, Dubilier& Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 5.93% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 2.97% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Focus Operating, Llc: 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Acquisition, Llc: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Ferdinand Ffp Parent, Inc: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Ferdinand Ffp Parent, Inc × 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 10.01% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Clayton, Dubilier& Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 5.93% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Fi Services Holdings, Llc × 75% – 100% direct ≈ 2.97% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • REVENUE SHARING WITH OUR AFFILLIATE, FOCUS RISK SOLUTIONS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $831M (91% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗