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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STRATEGICPOINT INVESTMENT ADVISORS LLC

STRATEGIC POINT INVESTMENT ADVISORS LLC, CRD 124636

PROVIDENCE, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f68a215-4de2-414f-1fb2-787e3b902863

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2026
34 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Cd&r Ferdinand Co-Investor, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

Clayton, Dubilier & Rice Fund Xii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $915MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $915M
Private client RAUM: $909MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $152Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,934
Individual clients: 401
High net worth clients: 305
Custody, client assets: $140M
SEC number: 801-61711
CRD: 124636
Filings on the tape: 34
First filed: Mar 30, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: focusfinancialpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD JOSEPH ANZELONE	n/a	PROVIDENCE, RI	23	25	n/a	no
SEAN MICHAEL GILES	n/a	PROVIDENCE, RI	20	20	n/a	no
DEREK MICHAEL AMEY	n/a	PROVIDENCE, RI	17	27	n/a	no
AARON CHARLES REYNOLDS	Chartered Financial Analyst	PROVIDENCE, RI	15	17	n/a	no
TARA L. BUDLONG	n/a	PROVIDENCE, RI	11	16	n/a	no
KRISTINA MARIE MELLO	n/a	PROVIDENCE, RI	7	17	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMEY, DEREK, MICHAEL	MANAGING PARTNER	Na	yes	05/2023	Mar 31, 2014	Jun 27, 2024
ANZELONE, RICHARD, JOSEPH	MANAGING DIRECTOR	Na	yes	05/2010	Mar 30, 2012	Jun 27, 2024
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 19, 2023	Jun 27, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 19, 2023	Jun 27, 2024
CLAYTON, DUBILIER& RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 19, 2023	Jun 27, 2024
FELICE, ANDREA, REGINA	CHIEF FINANCIAL OFFICER	Na	yes	03/2009	Mar 30, 2012	Jun 27, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 19, 2023	Jun 27, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 19, 2023	Jun 27, 2024
FERDINAND FFP PARENT, INC	Member	E	yes	08/2023	Sep 19, 2023	Jun 27, 2024
FERDINAND FFP ULTIMATE HOLDINGS LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 19, 2023	Jun 27, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 19, 2023	Jun 27, 2024
FI SERVICES HOLDINGS, LLC	Member	E	yes	01/2006	Mar 30, 2016	Jun 27, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Aug 24, 2018	Jun 27, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Mar 31, 2015	Jun 27, 2024
FOCUS OPERATING, LLC	Member	E	yes	01/2006	Mar 30, 2012	Jun 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SENTINEL PENSION ADVISORS INC	n/a	Institutional manager	$12B	N	yes	n/a
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
EAST GREENWICH	Ri	United States	7	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$915M	$915M	12	6	1	n/a	n/a
2024	Mar 31, 2025	$806M	$806M	12	6	1	n/a	n/a
2023	Mar 28, 2024	$717M	$717M	13	7	1	n/a	n/a
2022	Mar 31, 2023	$638M	$638M	13	7	1	n/a	n/a
2021	Mar 30, 2022	$752M	$752M	13	7	1	n/a	n/a
2020	Mar 31, 2021	$648M	$648M	12	7	1	n/a	n/a
2019	Mar 30, 2020	$612M	$612M	13	7	1	n/a	n/a
2018	Mar 31, 2019	$588M	$588M	14	7	1	n/a	n/a
2017	Mar 26, 2018	$625M	$625M	15	8	1	n/a	n/a
2016	Mar 31, 2017	$578M	$578M	15	9	n/a	n/a	n/a
2015	Mar 30, 2016	$555M	$555M	14	9	n/a	n/a	n/a
2014	Mar 31, 2015	$567M	$567M	14	8	n/a	n/a	n/a
2013	Mar 31, 2014	$527M	$526M	15	8	n/a	n/a	n/a
2012	Apr 1, 2013	$461M	$461M	14	7	n/a	n/a	n/a
2011	Mar 30, 2012	$421M	$421M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$915M	$806M	13.4%	$638M	12.8%	12	12	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVICEPERIOD, LLC	2	Mar 7, 2019	Mar 26, 2019	PROVIDENCE, RI	Team lift out	RIA to RIA	25.0%

Relationships

Affiliated with (4)

→ SENTINEL PENSION ADVISORS, LLC.Registered adviserother investment adviser, LP sponsor, common control
factForm ADV
← CAPGROUP ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← HUFFORD ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← FOUNDERS FINANCIAL NETWORK, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (19)

← KRISTINA MARIE MELLOAdvisorregistration: current employment
Sep 24, 2018 to presentfactForm ADV
← TARA L. BUDLONGAdvisorregistration: current employment
Apr 30, 2015 to presentfactForm ADV
← AARON CHARLES REYNOLDSAdvisorregistration: current employment
Aug 26, 2011 to presentfactForm ADV
← DEREK MICHAEL AMEYAdvisorregistration: current employment
Jun 8, 2009 to presentfactForm ADV
← SEAN MICHAEL GILESAdvisorregistration: current employment
Feb 23, 2006 to presentfactForm ADV
← RICHARD JOSEPH ANZELONEAdvisorregistration: current employment
Jan 1, 2003 to presentfactForm ADV
← CHRISTINE H CANAPARIAdvisorregistration: previous registration
Jun 25, 2004 to Mar 7, 2019factForm ADV
← MEGAN MCNEILL LOGEEAdvisorregistration: previous registration
Sep 18, 2013 to Mar 7, 2019factForm ADV
← DANIEL ROBERT LEGAULTAdvisorregistration: previous registration
Mar 15, 2007 to Nov 7, 2017factForm ADV
← JOSEPH EVERETT KOLBAdvisorregistration: previous registration
Aug 29, 2008 to Sep 13, 2012factForm ADV
← AARON MICHAEL SIMMONSAdvisorregistration: previous registration
Jan 1, 2003 to Mar 15, 2011factForm ADV
← LAURIS STEFANS LAMBERGSAdvisorregistration: previous registration
Feb 25, 2009 to Nov 24, 2009factForm ADV
← Laura Lincoln GustafsonAdvisorregistration: previous registration
Aug 22, 2006 to Feb 6, 2007factForm ADV
← CARL MICHAEL BEGINAdvisorregistration: previous registration
Jun 1, 2005 to Jul 19, 2006factForm ADV
← WILLIAM RICHARD MAHONEYAdvisorregistration: previous registration
Aug 3, 2005 to Oct 18, 2005factForm ADV
← KIMBERLY ANN FLYNNAdvisorregistration: previous registration
Apr 19, 2005 to May 25, 2005factForm ADV
← COLIN Michael PIERCEAdvisorregistration: previous registration
May 20, 2004 to Mar 29, 2005factForm ADV
← Jason Robert FridayAdvisorregistration: previous registration
Aug 31, 2004 to Jan 20, 2005factForm ADV
← GREGORY MICHAEL SILVAAdvisorregistration: previous registration
Aug 16, 2004 to Dec 3, 2004factForm ADV

Controls (13)

← AMEY, DEREK, MICHAELOwnerMANAGING PARTNER, ownership code NA, individual
Mar 31, 2014 to Jun 27, 2024factForm ADV
← ANZELONE, RICHARD, JOSEPHOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2012 to Jun 27, 2024factForm ADV
← FELICE, ANDREA, REGINAOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2012 to Jun 27, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 19, 2023 to Jun 27, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 19, 2023 to Jun 27, 2024factForm ADV
← CLAYTON, DUBILIER& RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 19, 2023 to Jun 27, 2024factForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 19, 2023 to Jun 27, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 19, 2023 to Jun 27, 2024factForm ADV
← FERDINAND FFP PARENT, INCOwnerMEMBER, ownership code E, domestic entity
Sep 19, 2023 to Jun 27, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS LPOwnerSHAREHOLDER, CLASS B COMMON STOCK, ownership code E, domestic entity
Sep 19, 2023 to Jun 27, 2024factForm ADV
← FI SERVICES HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 30, 2016 to Jun 27, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Aug 24, 2018 to Jun 27, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 30, 2012 to Jun 27, 2024factForm ADV

Moved with (1)

→ ADVICEPERIOD, LLCRegistered adviser2 advisors, team lift out, same day
Mar 7, 2019 to Mar 26, 2019factForm ADV

Dated events

Occurred
Jun 27, 2024
Control person left
Alden Betsey Purinton (Managing Director And Chief Investment Officer) no longer on Schedule A of Strategicpoint Investment Advisors Llc (listed 2024-03-28, absent 2024-06-27)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f68a215-4de2-414f-1fb2-787e3b902863
First observed: Mar 30, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRATEGICPOINT INVESTMENT ADVISORS LLC

STRATEGIC POINT INVESTMENT ADVISORS LLC, CRD 124636

PROVIDENCE, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f68a215-4de2-414f-1fb2-787e3b902863

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD JOSEPH ANZELONE

n/a

PROVIDENCE, RI

n/a

SEAN MICHAEL GILES

n/a

PROVIDENCE, RI

n/a

DEREK MICHAEL AMEY

n/a

PROVIDENCE, RI

n/a

AARON CHARLES REYNOLDS

Chartered Financial Analyst

PROVIDENCE, RI

n/a

TARA L. BUDLONG

n/a

PROVIDENCE, RI

n/a

KRISTINA MARIE MELLO

n/a

PROVIDENCE, RI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMEY, DEREK, MICHAEL

MANAGING PARTNER

yes

05/2023

Mar 31, 2014

Jun 27, 2024

ANZELONE, RICHARD, JOSEPH

MANAGING DIRECTOR

yes

05/2010

Mar 30, 2012

Jun 27, 2024

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 19, 2023

Jun 27, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 19, 2023

Jun 27, 2024

CLAYTON, DUBILIER& RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 19, 2023

Jun 27, 2024

FELICE, ANDREA, REGINA

CHIEF FINANCIAL OFFICER

yes

03/2009

Mar 30, 2012

Jun 27, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 19, 2023

Jun 27, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 19, 2023

Jun 27, 2024

FERDINAND FFP PARENT, INC

Member

yes

08/2023

Sep 19, 2023

Jun 27, 2024

FERDINAND FFP ULTIMATE HOLDINGS LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 19, 2023

Jun 27, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 19, 2023

Jun 27, 2024

FI SERVICES HOLDINGS, LLC

Member

yes

01/2006

Mar 30, 2016

Jun 27, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Aug 24, 2018

Jun 27, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Mar 31, 2015

Jun 27, 2024

FOCUS OPERATING, LLC

Member

yes

01/2006

Mar 30, 2012

Jun 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SENTINEL PENSION ADVISORS INC

n/a

Institutional manager

$12B

yes

n/a

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

EAST GREENWICH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$915M

n/a

2024

Mar 31, 2025

$806M

n/a

2023

Mar 28, 2024

$717M

n/a

2022

Mar 31, 2023

$638M

n/a

2021

Mar 30, 2022

$752M

n/a

2020

Mar 31, 2021

$648M

n/a

2019

Mar 30, 2020

$612M

n/a

2018

Mar 31, 2019

$588M

n/a

2017

Mar 26, 2018

$625M

n/a

2016

Mar 31, 2017

$578M

n/a

2015

Mar 30, 2016

$555M

n/a

2014

Mar 31, 2015

$567M

n/a

2013

Mar 31, 2014

$527M

$526M

n/a

2012

Apr 1, 2013

$461M

n/a

2011

Mar 30, 2012

$421M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$915M

$806M

13.4%

$638M

12.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVICEPERIOD, LLC

Mar 7, 2019

Mar 26, 2019

PROVIDENCE, RI

Team lift out

RIA to RIA

25.0%