SagePoint Capital Partners provides financial planning and portfolio management for individuals and small businesses.
SagePoint Capital Partners lists individuals and high-net-worth individuals as clients. Of its assets, 32.6% ($290M across 3 accounts) are managed with discretion; $599M across 1 account is not.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | Fewer than 5 | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $467K | 0.1% | — |
| High-net-worth individuals | Fewer than 5 | $888M | 99.9% | — |
| Total | Not reported | $888M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $467K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $888M
- AUM share
- 99.9%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $888M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
SagePoint Capital Partners charges 0.15%–1.50% a year for its Separately managed accounts. The fee is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Additional services
- Financial, estate, tax and retirement planning as additional services are charged up to $300 an hour, or a fixed agreed fee.
- Engagement fees
- One-time engagement fee of up to $3,500, and an ongoing engagement fee of up to $10,000 a year where the complexity of the relationship requires it; negotiable.
- Financial planning and consulting
- Investment consulting and financial planning are billed at up to $300 an hour; fixed-fee financial planning generally ranges from $2,500 to $20,000, negotiable.
Sagepoint Capital Holdings LLC owns 75% or more of SagePoint Capital Partners and is in turn owned by Justice League Investments LLC (75% or more). Winston Justice is CEO; the leadership team includes Chief Compliance Officer Maxwell Baker. It has 7 employees, 3 of them in advisory roles.
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- Owns 75% or more of Sagepoint Capital Partners LLC
Sagepoint Capital Holdings LLC
Control person · since April 2026
- Owns 75% or more of Sagepoint Capital Holdings LLC
Justice League Investments LLC
Control person · since April 2026
Besides its headquarters, SagePoint Capital Partners has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Tennessee · 1 listed address
- McEwen Northside, Block E, 4020 Aspen Grove Drive, Suite 355, FranklinHQ
Contact and registration details
- Legal name
- Sagepoint Capital Partners LLC
- Headquarters
- McEwen Northside, Block E, 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067
- Website
- sagepointcp.com
- Phone
- 615-413-4340
- @sagepointcp
- SEC file
- 801-135485
- Structure
- Delaware LLC
- Fiscal year end
- December
SagePoint Capital Partners does not have custody of client assets.
At year end, SagePoint Capital Partners’ separately managed accounts were mostly in stocks (67%) and bonds (33%).
What the accounts hold
- Stocks67%
- Bonds33%
What services does SagePoint Capital Partners offer?
SagePoint Capital Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does SagePoint Capital Partners charge?
SagePoint Capital Partners charges 0.15%–1.50% a year for its Separately managed accounts. The fee is negotiable.
How many financial advisors does SagePoint Capital Partners have?
SagePoint Capital Partners has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SagePoint Capital Partners invest in?
At the end of its last fiscal year, SagePoint Capital Partners’ separately managed accounts held 67% exchange-traded equities and 33% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SagePoint Capital Partners?
SagePoint Capital Partners is owned through a holding company by Justice League Investments LLC. Its direct owner is Sagepoint Capital Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026
How does SagePoint Capital Partners get paid?
SagePoint Capital Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SagePoint Capital Partners?
SagePoint Capital Partners’ main office is at McEwen Northside, Block E, 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067. Its phone number is 615-413-4340. Its website is sagepointcp.com.