Sharpepoint, Llc
- Regulatory AUM
- $223M
- Discretionary
- $223M
- Clients
- 491
- Avg AUM / client
- $454K
- Accounts
- 1,091
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 415 | $86.5M | 38.8% |
| High net worth individuals | 64 | $124M | 55.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.7M | 2.1% |
| Pension and profit sharing plans | 1 | $4.6M | 2.06% |
| Charitable organizations | 10 | $3.0M | 1.33% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $3.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sharpepoint Strategic Opportunities Fund Lp | Hedge Fund | Delaware | $3.2M | 8 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian David Robinson | Managing Member | CFP | Jun 2007 (19y) | ≈ 56.25% – 100% via Robinson Financial Advisors, L.L.C. |
| Daniel James Laraway | Registered representative | Jan 2018 (9y) | ||
| Jason Lee Mccaleb | Registered representative | CFP | May 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robinson Financial Advisors, L.L.C. | Managing Member | Apr 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian David Robinson: 75% – 100% of Robinson Financial Advisors, L.L.C. × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (1, $3.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sharpepoint Strategic Opportunities Fund Lp | Hedge Fund | $3.2M | $100K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1.18 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $208M (94% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗