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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SHARPEPOINT, LLC

CRD 290719

PHOENIX, AZ

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:ca6f5aa2-ebad-d5b9-bfc5-beb45c8d46a1

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Dec 3, 2017 to Apr 16, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.02 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $223MItem 5.F on the latest filing (2026-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $223M
Private client RAUM: $211MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $74.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,091
Individual clients: 415
High net worth clients: 64
Private funds: 1Schedule D 7.B(1)
SEC number: 801-119916
CRD: 290719
Filings on the tape: 27
First filed: Dec 3, 2017
Latest filed: Apr 16, 2026
Organised: Limited Liability Company, AZ

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
BRIAN DAVID ROBINSON	Certified Financial Planner	PHOENIX, AZ	8	25	2	no
DANIEL JAMES LARAWAY	n/a	PHOENIX, AZ	8	45	5	no
JASON LEE MCCALEB	Certified Financial Planner	PHOENIX, AZ \| Pinetop, AZ	8	25	3	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SHARPEPOINT STRATEGIC OPPORTUNITIES FUND LP	Hedge Fund	$3.2M	Sep 23, 2024	8	Mar 30, 2023	reported	n/a

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
ROBINSON FINANCIAL ADVISORS, L.L.C.	MANAGING MEMBER	E	yes	04/2015	Dec 19, 2017	Sep 23, 2024
ROBINSON, BRIAN, DAVID	MANAGING MEMBER	E	yes	06/2007	Dec 3, 2017	Sep 23, 2024
ROBINSON, BRIAN, DAVID	CHIEF COMPLIANCE OFFICER	Na	yes	04/2019	Dec 3, 2017	Sep 23, 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
SHARPEPOINT INSURANCE GROUP	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
Pinetop	Az	United States	1	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 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$223M	$223M	5	3	1	1	n/a
2024	Mar 26, 2025	$150M	$150M	5	3	1	1	n/a
2023	Mar 18, 2024	$148M	$148M	5	5	1	1	$3.2M
2022	Mar 30, 2023	$131M	$131M	7	5	1	1	$2.2M
2021	Mar 15, 2022	$152M	$152M	7	5	1	n/a	n/a
2020	Mar 3, 2021	$128M	$127M	7	5	1	n/a	n/a
2018	Mar 18, 2019	$89.3M	$88.9M	9	7	1	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	1

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	$223M	$150M	48.0%	$131M	19.2%	5	5	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRIVATE ADVISOR GROUP, LLC	2	Jan 10, 2018	Jan 12, 2018	PHOENIX, AZ	Team lift out	Other	0.4%

Relationships

Advises (1)

→ SHARPEPOINT STRATEGIC OPPORTUNITIES FUND LPPrivate fundHedge Fund, IA
Mar 30, 2023 to presentfactForm ADV

Registered with (7)

← JASON LEE MCCALEBAdvisorregistration: current employment
May 7, 2018 to presentfactForm ADV
← BRIAN DAVID ROBINSONAdvisorregistration: current employment
Jan 12, 2018 to presentfactForm ADV
← DANIEL JAMES LARAWAYAdvisorregistration: current employment
Jan 12, 2018 to presentfactForm ADV
← JAMES B REGANAdvisorregistration: previous registration
Jan 12, 2018 to Apr 23, 2024factForm ADV
← DENNIS EUGENE ZADERAKAAdvisorregistration: previous registration
Jul 7, 2020 to Sep 4, 2020factForm ADV
← Paul C JohnsAdvisorregistration: previous registration
Apr 10, 2019 to Jun 20, 2019factForm ADV
← DOLMAN WINSTON VINEYARDAdvisorregistration: previous registration
Jan 12, 2018 to Jun 3, 2019factForm ADV

Controls (2)

← ROBINSON, BRIAN, DAVIDOwnerMANAGING MEMBER, ownership code E, individual
Dec 3, 2017 to Sep 23, 2024factForm ADV
← ROBINSON FINANCIAL ADVISORS, L.L.C.OwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 19, 2017 to Sep 23, 2024factForm ADV

Moved with (1)

← PRIVATE ADVISOR GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Jan 10, 2018 to Jan 12, 2018factForm ADV

Dated events

Occurred
Sep 23, 2024
Control person left
B James Regan (Managing Member) no longer on Schedule A of Sharpepoint, Llc (listed 2024-04-26, absent 2024-09-23)
Form ADVobserved 4 days ago
Occurred
Apr 23, 2024
Advisor changed firm
James B Regan left Sharpepoint, Llc for Brookstone Wealth Advisors, Llc (registered 2024-02-12)
Form ADVobserved 4 days ago
Occurred
Jun 5, 2019
Control person left
Winston Dolman Vineyard (Managing Member) no longer on Schedule A of Sharpepoint, Llc (listed 2019-04-29, absent 2019-06-05)
Form ADVobserved 4 days ago
Occurred
Dec 3, 2017
First Form ADV filing
Sharpepoint, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca6f5aa2-ebad-d5b9-bfc5-beb45c8d46a1
First observed: Dec 3, 2017
Last observed: Apr 16, 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.

SHARPEPOINT, LLC

CRD 290719

PHOENIX, AZ

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:ca6f5aa2-ebad-d5b9-bfc5-beb45c8d46a1

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN DAVID ROBINSON

Certified Financial Planner

PHOENIX, AZ

DANIEL JAMES LARAWAY

n/a

PHOENIX, AZ

JASON LEE MCCALEB

Certified Financial Planner

PHOENIX, AZ | Pinetop, AZ

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SHARPEPOINT STRATEGIC OPPORTUNITIES FUND LP

Hedge Fund

$3.2M

Sep 23, 2024

Mar 30, 2023

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROBINSON FINANCIAL ADVISORS, L.L.C.

MANAGING MEMBER

yes

04/2015

Dec 19, 2017

Sep 23, 2024

ROBINSON, BRIAN, DAVID

MANAGING MEMBER

yes

06/2007

Dec 3, 2017

Sep 23, 2024

ROBINSON, BRIAN, DAVID

CHIEF COMPLIANCE OFFICER

yes

04/2019

Dec 3, 2017

Sep 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SHARPEPOINT INSURANCE GROUP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Pinetop

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$223M

n/a

2024

Mar 26, 2025

$150M

n/a

2023

Mar 18, 2024

$148M

$3.2M

2022

Mar 30, 2023

$131M

$2.2M

2021

Mar 15, 2022

$152M

n/a

2020

Mar 3, 2021

$128M

$127M

n/a

2018

Mar 18, 2019

$89.3M

$88.9M

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

$223M

$150M

48.0%

$131M

19.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRIVATE ADVISOR GROUP, LLC

Jan 10, 2018

Jan 12, 2018

PHOENIX, AZ

Team lift out

Other

0.4%