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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SpirePoint Private Client have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SpirePoint Private Client invest in?","answer":"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). 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dates in `sources`. 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