Strategicpoint Investment Advisors LLC

Financial planning in Providence, RI

SEC registeredNo commissions reported

Call (401) 273-1500 Send a message Map ↗

Public-record details

Address: 294 West Exchange Street, Providence, RI 02903
Phone: (401) 273-1500
Listed under: Financial planning, Hourly fees, % of assets managed, Retirement plan consulting
Legal name: Strategic Point Investment Advisors LLC
CRD number: 124636
Registration: SEC registered since 2002-12-31
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Other (Revenue Sharing With Our Affilliate, Focus Risk Solutions)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $914.8 million
Accounts managed: 1,934
Clients reported (Form ADV 5.D): 709
Individual / high-net-worth clients: 401 / 305
Employees: 12
Other business activities (Form ADV 6.A): Also active as: other financial product salesperson
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

SEC registered investment adviser, CRD 124636, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 124636 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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