Sagepointe Advisors Llc
- Regulatory AUM
- $79.6M
- Discretionary
- $73.6M
- Clients
- 57
- Avg AUM / client
- $1.4M
- Accounts
- 57
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $3.0M | 3.79% |
| High net worth individuals | 41 | $60.8M | 76.4% |
| Corporations and other businesses | 4 | $15.8M | 19.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ansell Retirement And Savings Plan Ansell Healthcare Products Llc | 2024 | |
| Sunmed Llc 401(k) Plan Sunmed Llc | 2024 | |
| New Indy Container Board Packaging 401(k) Retirement Plan New Indy Containerboard, Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arvind Chopra | Registered representative | Jul 2017 (9y) |
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ansell Retirement And Savings Plan | Ansell Healthcare Products Llc | 533 | $177M | 01/01/2024 |
| Sunmed Llc 401(k) Plan | Sunmed Llc | 566 | $39.5M | 01/01/2024 |
| New Indy Container Board Packaging 401(k) Retirement Plan | New Indy Containerboard, Llc | 1,024 | $56.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.02 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.5M (2% of AUM) Mar 2026
- Fidelity Brokerage Services $469K (1% of AUM) Mar 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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗