CRD: 327350
Spirepoint Private Client, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2023
- Office Locations
- 3
Office Locations
About Spirepoint Private Client, LLC
SpirePoint Private Client is an independent SEC-registered RIA providing family office and wealth management for ultra-high-net-worth, multi-generational families. The team delivers multi-custodial portfolio management, legacy and philanthropic planning, tax strategies, diligence reporting, and business-exit support, including outsourced CIO and private investment review. Custody and solutions are anchored at Goldman Sachs Advisor Solutions, with access to lending; reported SMAs skew heavily to ETFs.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
James Andrew Beindorf
Chief Financial Officer, PARTNER
- CRD
- #7239374
- Ownership
- 5% but less than 10%
HAKYUNG KAY CAMPIONE
Chief Investment Officer, PARTNER, President
- CRD
- #6388025
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
Unlock allContacts
RONNIE JAMES MARCEAUX
Director
- CRD
- #4053858
Kim M Orsi
Senior Vice President
- CRD
- #1433219
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,440,036,577 | $1,046,538 |
| Non-Discretionary | $0 | -- |
| Total | $1,440,036,577 | $1,046,538 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing