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SAGEPOINTE ADVISORS LLC

Advisory

CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,022
of 5,480 advisers by AUM
Average account
$1M
across 57 accounts
AUM per adviser
$80M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$80M
Discretionary %
92.4%
Clients
57
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$80M
Discretionary AUM$74M
Non-Discretionary AUM$6M
Discretionary %92.4%
Total Clients57
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

PLEASANTON FINANCIAL ADVISORS, LLC
PLEASANTON, CA
$80M
+20.1% 1Y
SUMMA CAPITAL MANAGEMENT LLC
SANTA BARBARA, CA
$80M
VERONA CAPITAL MANAGEMENT LLC
$80M
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
NEWPORT BEACH, CA
$80M
+0.5% 1Y
WALSTAD INVESTMENT COUNSEL INC
SANTA BARBARA, CA
$80M
+0.4% 1Y
PLATINUM CAPITAL MANAGEMENT (USA) LLC
LOS ANGELES, CA
$80M
-60.0% 1Y

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