SourcingSourcing

SHARPEPOINT, LLC

C44
CRD 290719·SEC 801-119916·PHOENIX, AZ
AUM
$222.8M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$668K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHARPEPOINT, LLC
CRD
290719
SEC file #
801-119916
EIN
473648350
DBA names
—

Economics

AUM
$222.8M
AUM band
$100M-$500M
AUM trajectory
'21'26
$114.0M → $222.8M▲ +95%
Client mix
Individuals Other415
Individuals High Net Worth64
Charitable Organizations10
Pooled Investment Vehicles1
Pension Profit Sharing Plans1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
5 advisors → 3 advisors▼ -40%
Primary office
PHOENIX AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
04/16/2026
ADV-W filed at
—
Website
linkedin.com/company/sharpepoint-private-client-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBINSON FINANCIAL ADVISORS, L.L.C.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
ROBINSON FINANCIAL ADVISORS, L.L.C.
ROBINSON, BRIAN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sharpepoint.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002046822
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0002046822-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Edgar Addresses
Mailing
5090 N 40TH ST SUITE 200PHOENIX, AZ 85018
Business
5090 N 40TH ST SUITE 200PHOENIX, AZ 85018
Edgar EIN
473648350
Edgar Recent Filings
13F-HR2026-05-05 · 0002046822-26-000002
13F-HR2026-02-11 · 0002046822-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
ROBINSON, BRIAN, DAVID
IAR · Executive Officer · 2.5%
4299085
JASON LEE MCCALEB
IAR
3251665
DANIEL JAMES LARAWAY
IAR
728337