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FIND A SAGEPOINT CAPITAL PARTNERS LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at SAGEPOINT CAPITAL PARTNERS LLC

CRD#: 339742
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for SAGEPOINT CAPITAL PARTNERS LLC Comes From

Understanding the Statistics for SAGEPOINT CAPITAL PARTNERS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Mcewen Northside, Block E 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / SEC)Latest Form ADV
Part 2 Brochures
SAGEPOINT CAPITAL PARTNERS LLC (2/3/2026)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at SAGEPOINT CAPITAL PARTNERS LLC

JS

Jonathan Patrick Shiffer

Jonathan P Shiffer
IAR
CRD#: 3208090
Location:
Littleton, CO

Registered Affiliation(s):JOURNEY CAPITAL ADVISERS, LLC

Disclosures:
Experience:
26 years
WJ

Winston Justice

Winston Frederick Justice, Winston Justice
IAR
RR
CRD#: 6472211
Location:
Franklin, TN 37067

Registered Affiliation(s):SAGEPOINT CAPITAL PARTNERS LLC

Disclosures:
Experience:
11 years

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