STRATEGIC POINT INVESTMENT ADVISORS LLC
Legal name: STRATEGICPOINT INVESTMENT ADVISORS LLC
CRD #124636 SEC #801-61711 PROVIDENCE, RI 401-273-1500
SEC Registered
Total AUM
$806.4M
Discretionary
$806.4M
Employees
12
Clients
--
Accounts
1,963
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $806.4M | $806.4M | $0 | 12 | 5 |
| Jan 2025 | $716.8M | $716.8M | $0 | 12 | 6 |
| Jun 2024 | $716.8M | $716.8M | $0 | 12 | 6 |
| Mar 2024 | $716.8M | $716.8M | $0 | 13 | 6 |
| Feb 2024 | $637.6M | $637.6M | $0 | 13 | 5 |
| Sep 2023 | $637.6M | $637.6M | $0 | 13 | 5 |
| Mar 2023 | $637.6M | $637.6M | $0 | 13 | 5 |
| Mar 2022 | $751.8M | $751.8M | $0 | 13 | 6 |
| Sep 2021 | $648.3M | $648.3M | $0 | 12 | 3 |
| Mar 2021 | $648.3M | $648.3M | $0 | 12 | 3 |
| Jun 2020 | $611.8M | $611.8M | $0 | 13 | 3 |
| Mar 2020 | $611.8M | $611.8M | $0 | 13 | 3 |
| Dec 2019 | $588.3M | $588.3M | $0 | 14 | 3 |
| Mar 2019 | $588.3M | $588.3M | $0 | 14 | 3 |
| Aug 2018 | $624.5M | $624.5M | $0 | 15 | 3 |
| Mar 2018 | $624.5M | $624.5M | $0 | 15 | 3 |
| Aug 2017 | $578.4M | $578.4M | $0 | 15 | 800 |
| Mar 2017 | $578.4M | $578.4M | $0 | 15 | 800 |
| Jan 2017 | $554.8M | $554.8M | $0 | 14 | 800 |
| Mar 2016 | $554.8M | $554.8M | $0 | 14 | 800 |
| Jan 2016 | $566.7M | $566.7M | $0 | 14 | 800 |
| Oct 2015 | $566.7M | $566.7M | $0 | 14 | 800 |
| Mar 2015 | $566.7M | $566.7M | $0 | 14 | 800 |
| Mar 2014 | $527.3M | $526.1M | $1.2M | 15 | 800 |
| Jul 2013 | $461.1M | $461.1M | $0 | 14 | 900 |
| May 2013 | $461.1M | $461.1M | $0 | 14 | 900 |
| Apr 2013 | $461.1M | $461.1M | $0 | 14 | 900 |
| Dec 2012 | $420.9M | $420.9M | $0 | 15 | 1,000 |
| Sep 2012 | $420.9M | $420.9M | $0 | 11 | 1,000 |
| May 2012 | $420.9M | $420.9M | $0 | 11 | 1,000 |
| Mar 2012 | $420.9M | $420.9M | $0 | 11 | 1,000 |
| Jul 2011 | $438.4M | $431.2M | $7.3M | -- | -- |
| Jun 2011 | $438.4M | $431.2M | $7.3M | -- | -- |
| May 2011 | $438.4M | $431.2M | $7.3M | -- | -- |
| Mar 2011 | $438.4M | $431.2M | $7.3M | -- | -- |
| Feb 2011 | $539.9M | $539.9M | $0 | -- | -- |
| Sep 2010 | $539.9M | $539.9M | $0 | -- | -- |
| May 2010 | $539.9M | $539.9M | $0 | -- | -- |
| Mar 2010 | $539.9M | $539.9M | $0 | -- | -- |
| Apr 2009 | $502.1M | $502.1M | $0 | -- | -- |
| Feb 2009 | $660.1M | $660.1M | $0 | -- | -- |
| Jan 2008 | $608.6M | $596.6M | $12M | -- | -- |
| Apr 2007 | $608.6M | $596.6M | $12M | -- | -- |
| Apr 2007 | $608.6M | $596.6M | $12M | -- | -- |
| Mar 2007 | $608.6M | $596.6M | $12M | -- | -- |
| Jan 2007 | $558.7M | $546.3M | $12.5M | -- | -- |
| Dec 2006 | $558.7M | $546.3M | $12.5M | -- | -- |
| Mar 2006 | $558.7M | $546.3M | $12.5M | -- | -- |
| Feb 2006 | $538.1M | $526.8M | $11.4M | -- | -- |
| Feb 2006 | $538.1M | $526.8M | $11.4M | -- | -- |
| Dec 2005 | $538.1M | $526.8M | $11.4M | -- | -- |
| Aug 2004 | $378.4M | $371M | $7.5M | -- | -- |
DateMar 2025
Total AUM$806.4M
Discretionary$806.4M
Non-Disc.$0
Employees12
Clients5
DateJan 2025
Total AUM$716.8M
Discretionary$716.8M
Non-Disc.$0
Employees12
Clients6
DateJun 2024
Total AUM$716.8M
Discretionary$716.8M
Non-Disc.$0
Employees12
Clients6
DateMar 2024
Total AUM$716.8M
Discretionary$716.8M
Non-Disc.$0
Employees13
Clients6
DateFeb 2024
Total AUM$637.6M
Discretionary$637.6M
Non-Disc.$0
Employees13
Clients5
DateSep 2023
Total AUM$637.6M
Discretionary$637.6M
Non-Disc.$0
Employees13
Clients5
DateMar 2023
Total AUM$637.6M
Discretionary$637.6M
Non-Disc.$0
Employees13
Clients5
DateMar 2022
Total AUM$751.8M
Discretionary$751.8M
Non-Disc.$0
Employees13
Clients6
DateSep 2021
Total AUM$648.3M
Discretionary$648.3M
Non-Disc.$0
Employees12
Clients3
DateMar 2021
Total AUM$648.3M
Discretionary$648.3M
Non-Disc.$0
Employees12
Clients3
DateJun 2020
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees13
Clients3
DateMar 2020
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees13
Clients3
DateDec 2019
Total AUM$588.3M
Discretionary$588.3M
Non-Disc.$0
Employees14
Clients3
DateMar 2019
Total AUM$588.3M
Discretionary$588.3M
Non-Disc.$0
Employees14
Clients3
DateAug 2018
Total AUM$624.5M
Discretionary$624.5M
Non-Disc.$0
Employees15
Clients3
DateMar 2018
Total AUM$624.5M
Discretionary$624.5M
Non-Disc.$0
Employees15
Clients3
DateAug 2017
Total AUM$578.4M
Discretionary$578.4M
Non-Disc.$0
Employees15
Clients800
DateMar 2017
Total AUM$578.4M
Discretionary$578.4M
Non-Disc.$0
Employees15
Clients800
DateJan 2017
Total AUM$554.8M
Discretionary$554.8M
Non-Disc.$0
Employees14
Clients800
DateMar 2016
Total AUM$554.8M
Discretionary$554.8M
Non-Disc.$0
Employees14
Clients800
DateJan 2016
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees14
Clients800
DateOct 2015
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees14
Clients800
DateMar 2015
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees14
Clients800
DateMar 2014
Total AUM$527.3M
Discretionary$526.1M
Non-Disc.$1.2M
Employees15
Clients800
DateJul 2013
Total AUM$461.1M
Discretionary$461.1M
Non-Disc.$0
Employees14
Clients900
DateMay 2013
Total AUM$461.1M
Discretionary$461.1M
Non-Disc.$0
Employees14
Clients900
DateApr 2013
Total AUM$461.1M
Discretionary$461.1M
Non-Disc.$0
Employees14
Clients900
DateDec 2012
Total AUM$420.9M
Discretionary$420.9M
Non-Disc.$0
Employees15
Clients1,000
DateSep 2012
Total AUM$420.9M
Discretionary$420.9M
Non-Disc.$0
Employees11
Clients1,000
DateMay 2012
Total AUM$420.9M
Discretionary$420.9M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2012
Total AUM$420.9M
Discretionary$420.9M
Non-Disc.$0
Employees11
Clients1,000
DateJul 2011
Total AUM$438.4M
Discretionary$431.2M
Non-Disc.$7.3M
Employees--
Clients--
DateJun 2011
Total AUM$438.4M
Discretionary$431.2M
Non-Disc.$7.3M
Employees--
Clients--
DateMay 2011
Total AUM$438.4M
Discretionary$431.2M
Non-Disc.$7.3M
Employees--
Clients--
DateMar 2011
Total AUM$438.4M
Discretionary$431.2M
Non-Disc.$7.3M
Employees--
Clients--
DateFeb 2011
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$660.1M
Discretionary$660.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$608.6M
Discretionary$596.6M
Non-Disc.$12M
Employees--
Clients--
DateApr 2007
Total AUM$608.6M
Discretionary$596.6M
Non-Disc.$12M
Employees--
Clients--
DateApr 2007
Total AUM$608.6M
Discretionary$596.6M
Non-Disc.$12M
Employees--
Clients--
DateMar 2007
Total AUM$608.6M
Discretionary$596.6M
Non-Disc.$12M
Employees--
Clients--
DateJan 2007
Total AUM$558.7M
Discretionary$546.3M
Non-Disc.$12.5M
Employees--
Clients--
DateDec 2006
Total AUM$558.7M
Discretionary$546.3M
Non-Disc.$12.5M
Employees--
Clients--
DateMar 2006
Total AUM$558.7M
Discretionary$546.3M
Non-Disc.$12.5M
Employees--
Clients--
DateFeb 2006
Total AUM$538.1M
Discretionary$526.8M
Non-Disc.$11.4M
Employees--
Clients--
DateFeb 2006
Total AUM$538.1M
Discretionary$526.8M
Non-Disc.$11.4M
Employees--
Clients--
DateDec 2005
Total AUM$538.1M
Discretionary$526.8M
Non-Disc.$11.4M
Employees--
Clients--
DateAug 2004
Total AUM$378.4M
Discretionary$371M
Non-Disc.$7.5M
Employees--
Clients--