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SAGEPOINT CAPITAL PARTNERS LLC

FRANKLIN, TN · CRD 339742 · IAPD ↗ · sagepointcp.com · (615) 413-4340

$888.3MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
August 2026 — SAGEPOINT CAPITAL PARTNERS LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
August 2026 — SAGEPOINT CAPITAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
May 2026 — SAGEPOINT CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — SAGEPOINT CAPITAL PARTNERS LLC (FRANKLIN, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.