SpirePoint Private Client provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, and insurance.
SpirePoint Private Client reports 1,376 clients. They include 930 high-net-worth individuals, 391 individual clients, and 55 corporations and other businesses. Of its assets, 100.0% ($1.44B across 1,376 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.44B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 4% |
| High-net-worth individuals | 68% | 80% |
| Corporations and other businesses | 4% | 16% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 391 | $57.9M | 4.0% | $148K |
| High-net-worth individuals | 930 | $1.15B | 80.1% | $1.24M |
| Corporations and other businesses | 55 | $228M | 15.9% | $4.15M |
| Total | 1,376 | $1.44B | 100% | $1.05M |
- Clients
- 391
- Regulatory AUM
- $57.9M
- AUM share
- 4.0%
- Avg. per client
- $148K
- Clients
- 930
- Regulatory AUM
- $1.15B
- AUM share
- 80.1%
- Avg. per client
- $1.24M
- Clients
- 55
- Regulatory AUM
- $228M
- AUM share
- 15.9%
- Avg. per client
- $4.15M
Total
- Clients
- 1,376
- Regulatory AUM
- $1.44B
- AUM share
- 100%
- Avg. per client
- $1.05M
- 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
SpirePoint Private Client charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are charged as fixed fees or as asset-based fees set in each client's advisory agreement, and may include a minimum annual fee.
Trent Leyda, LLC owns 75% or more of SpirePoint Private Client and is in turn owned by Trent Leyda (75% or more). Trent Leyda is CEO; the leadership team includes Chief Investment Officer Hakyung Campione, Chief Financial Officer James Beindorf and Chief Compliance Officer Stacy Sizemore. It has 10 employees, 8 of them in advisory roles.
Leadership
- Trent LeydaChief Executive Officer / Managing Director
- James BeindorfChief Financial Officer / Partner
- Stacy SizemoreChief Compliance Officer
- Hakyung CampioneChief Investment Officer / Partner
- Susan ZimmermanManaging Director, Operations
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- James Andrew Beindorf
- Hakyung Kay Campione
- Garrett Hudson
- Trent H Leyda
- Ronnie James Marceaux
- Kim M Orsi
- Courtenay J Satterwhite
- Robert C Scarborough
- Susan A Zimmerman
Staff
- 10 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of Spirepoint Private Client, LLC
Trent Leyda, LLC
Control person · since August 2025
- Owns 75% or more of Trent Leyda, LLC
Trent Leyda
Control person · since August 2025
- Owns 5% to 10% of Spirepoint Private Client, LLC
Hakyung Campione
Control person · since October 2023
- Owns 5% to 10% of Spirepoint Private Client, LLC
James Beindorf
Control person · since October 2023
- Owns 5% to 10% of Spirepoint Private Client, LLC
H. Kay Campione, LLC
Control person · since August 2025
- Owns 5% to 10% of Spirepoint Private Client, LLC
James Beindorf, LLC
Control person · since August 2025
SpirePoint Private Client’s regulatory assets grew Infinity× from $0 (June 2023) to $1.44B (June 2026); employees rose from 5 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.44B | 1,376 | 10 | 3 |
| April 2025 | $1.12B | 799 | 7 | 1 |
| May 2024 | $934M | 693 | 6 | 1 |
| June 2023 | $0 | 0 | 5 | 1 |
Besides its headquarters, SpirePoint Private Client has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Florida.
Florida · 2 listed addresses
- 830 Azalea Lane, Vero BeachHQ
- 3825 Pga BLVD, Palm Beach Gardens
Contact and registration details
- Legal name
- Spirepoint Private Client, LLC
- Headquarters
- 830 Azalea Lane, Vero Beach, FL 32963
- Website
- spirepointpc.com
- Phone
- 772-316-1271
- @spirepoint-private-client
- SEC file
- 801-128336
- Founded
- 2023
- Structure
- Florida LLC
- Fiscal year end
- December
SpirePoint Private Client uses Folio Investments ($1.13B, 78%) and Charles Schwab ($312M, 22%) as custodians for its separately managed accounts. SpirePoint Private Client has custody of $1.02B in client assets for 813 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $1.13B78%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $312M22%
At year end, SpirePoint Private Client’s separately managed accounts were mostly in stocks (61%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.23B across 332 positions; the largest are United Parcel Svcs Inc. (8.9%), Apple Inc. (4.0%) and Alphabet Inc. (3.5%).
What the accounts hold
- Stocks61%
- Exchange-traded equities60%
- Non-exchange-traded equities1%
- Funds29%
- Registered funds28%
- Pooled vehicles1%
- Bonds3%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash2%
- Other5%
- Alternatives5%
Reported 13F holdings
- $1.23B
- Reported 13F value
- 332
- Positions
- 36.3%
- In the 10 largest
- +17.4%
- Value vs. prior quarter
- United Parcel Svcs Inc. · CL B8.9%
- Apple Inc.4.0%
- Alphabet Inc. · Cap Stk CL A3.5%
- Vanguard Index Fds · S&P 500 ETF Shs3.5%
- Broadcom Inc.3.5%
- Nvidia Corporation2.9%
- Microsoft Corp.2.8%
- Clean Harbors Inc.2.6%
- Palo Alto Networks Inc.2.4%
- Amazon Com Inc.2.3%
Together, the ten largest are 36.3% of reported value.
How many clients does SpirePoint Private Client have?
SpirePoint Private Client has 1,376 clients and manages $1.44 billion for them, as of June 2026. They include 930 high-net-worth individuals, 391 individual clients, and 55 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026
What services does SpirePoint Private Client offer?
SpirePoint Private Client provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does SpirePoint Private Client charge?
SpirePoint Private Client charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance.
Source: PART 2A - ADV DISCLOSURE BROCHURE, filed 25 March 2026
Which custodians does SpirePoint Private Client use?
SpirePoint Private Client’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $1.13B and Charles Schwab & Co., Inc. (Westlake, TX), with $312M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026
How many financial advisors does SpirePoint Private Client have?
SpirePoint Private Client has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 6 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 SpirePoint Private Client invest in?
At the end of its last fiscal year, SpirePoint Private Client’s separately managed accounts held 60% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 5% other, 2% state and local bonds, 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar). The 5% other category is described as: Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SpirePoint Private Client?
SpirePoint Private Client is owned through a holding company by Trent Leyda. Its direct owners are Hakyung Campione (5% to 10%), James Beindorf (5% to 10%), Trent Leyda, LLC (75% or more), H. Kay Campione, LLC (5% to 10%) and James Beindorf, LLC (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 June 2026
How does SpirePoint Private Client get paid?
SpirePoint Private Client is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is SpirePoint Private Client registered with the SEC?
Yes, SpirePoint Private Client has been registered with the SEC as an investment adviser since 14 July 2023. Its CRD number is 327350 and its SEC file number is 801-128336.
Source: Form ADV Part 1A, Item 1, filed 25 June 2026; IAPD firm record
How do I contact SpirePoint Private Client?
SpirePoint Private Client’s main office is at 830 Azalea Lane, Vero Beach, FL 32963. Its phone number is 772-316-1271. Its website is spirepointpc.com.