SourcingSourcing

SAGEPOINT CAPITAL PARTNERS LLC

C28
CRD 339742·SEC 801-135485·FRANKLIN, TN
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAGEPOINT CAPITAL PARTNERS LLC
CRD
339742
SEC file #
801-135485
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
FRANKLIN TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
04/16/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JUSTICE, WINSTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JUSTICE, WINSTON
Baker, Maxwell, Robert
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4455
Soi Zip Pct 200k Plus
0.2148
Soi Zip Returns 200k Plus
3,250
Soi Zip Total AGI
2,401,087
Fdic Zip Total Deposits
37,486,920,000
Fdic Zip Branch Count
487
Fdic Zip Top Banks
Tennessee Commerce Bank
Pinnacle Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Nashville Bank of CommerceFranklin, TN
Nashville Bank of CommerceFranklin, TN
Fdic Zip HHI
697.95
Fdic Zip Top Bank Share Pct
17.67
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,319
Returns2,690
Stub 2
AGI83,269
Returns2,200
Stub 3
AGI124,354
Returns2,010
Soi Zip Total Business Income
165,551
Soi Zip Total Cap Gains
252,785
Soi Zip Total Dividends
55,696
Soi Zip Total Returns
15,130
Top Owner CRD
6472211
Trust Company Affiliate
No

People (4)

4
JUSTICE, WINSTON
IAR · Direct Owner · 87.5%
6472211
Baker, Maxwell, Robert
Executive Officer · 2.5%
7426522
JONATHAN PATRICK SHIFFER
IAR
3208090
Ranjeet Guptara
IAR
7203719