Spirepoint Private Client, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 1,376
- Avg AUM / client
- $1.0M
- Accounts
- 1,376
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 391 | $57.9M | 4.02% |
| High net worth individuals | 930 | $1.2B | 80.1% |
| Corporations and other businesses | 55 | $228M | 15.9% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stacy Sizemore | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Trent H Leyda | Chief Executive Officer | Oct 2023 (3y) | 75% or more | |
| Hakyung Kay Campione | President | CFP | Oct 2023 (3y) | 10% – 25% |
| James Andrew Beindorf | Vice President | Oct 2023 (3y) | 5% – 10% | |
| Susan A Zimmerman | Registered representative | Oct 2023 (3y) | ||
| Robert C Scarborough | Registered representative | Sep 2025 (1y) | ||
| Ronnie James Marceaux | Registered representative | Sep 2025 (1y) | ||
| Kim M Orsi | Registered representative | Sep 2025 (1y) | ||
| Courtenay J Satterwhite | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
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) | 06/25/2026 | 940 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Folio Investments, Inc. $1.1B (78% of AUM) Jun 2026
- Charles Schwab & Co. $312M (22% of AUM) Jun 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: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗