Maxwell Baker is not listed as a control person, but directly owns under 5% of SagePoint Capital Partners.
SagePoint Capital Partners is an investment adviser based in Franklin, TN, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individuals. Its regulatory assets under management total $888 million, as filed on 24 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7426522
- Firm
- SagePoint Capital Partners · CRD 339742
- Role
- Chief Compliance Officer
- In role since
- April 2026 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Franklin, TN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Maxwell Baker work?
Maxwell Baker has been Chief Compliance Officer of Sagepoint Capital Partners LLC since April 2026.
How can I verify Maxwell Baker’s record?
Maxwell Baker’s role is listed on Sagepoint Capital Partners LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 339742.