Data / Investment advisers / Florida / Spirepoint Private Client, LLC
Spirepoint Private Client, LLC, Vero Beach, FL: $1.4 billion AUM, SEC registered investment adviser
Spirepoint Private Client, LLC is an SEC registered investment adviser with its main office in Vero Beach, Florida and reports $1.4 billion in regulatory assets under management in its Form ADV filed June 25, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 327350
- SEC file number
- 801-128336
- SEC status
- Approved, effective July 14, 2023
- Main office
- 830 Azalea Lane, Vero Beach, FL 32963
- Phone
- (772) 316-1271
- Website
- spirepointpc.com
- Regulatory AUM
- $1,440,036,577 in the Form ADV filed June 25, 2026
- Discretionary AUM
- $1,440,036,577
- Accounts
- 1,376
- Employees
- 10, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 930 | $1.15 billion |
| Corporations or other businesses | 55 | $228.3 million |
| Individuals (other than high net worth individuals) | 391 | $57.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.44 billion | March 25, 2026 |
| December 1, 2025 | $1.12 billion | November 6, 2025 |
Other advisers in Vero Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Armour Capital Management LP | Vero Beach | $21.01 billion | Not listed | adviserinfo.sec.gov |
| Bimini Advisors, LLC | Vero Beach | $11.68 billion | Not listed | adviserinfo.sec.gov |
| Corry Capital Advisors, LLC | Vero Beach | $2.01 billion | 7 | adviserinfo.sec.gov |
| Professional Advisory Services Inc | Vero Beach | $1.26 billion | Not listed | adviserinfo.sec.gov |
| Moonrise Capital LP | Vero Beach | $1.13 billion | 6 | adviserinfo.sec.gov |
| Morangie Management LLC | Vero Beach | $706 million | 2 | adviserinfo.sec.gov |
| Thurston Advisors | Vero Beach | $480.9 million | 9 | adviserinfo.sec.gov |
| Washburn Capital Management Inc. | Vero Beach | $253.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vero Beach, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Spirepoint Private Client, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.