Sagepoint Capital Partners LLC

Overview

Sagepoint Capital Partners LLC is an SEC registered investment adviser based in Franklin, TN, registered since 2026. It reports $888M in assets under management across 4 accounts, with 7 employees. It has 2 investment adviser representatives.

Reported AUM

$888M

Discretionary

33%

Accounts

4

Employees

7

Advisory reps

2

Registered since

2026

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Winston Frederick Justice Chief Executive Officer CRD 6472211
• Maxwell Robert Baker Chief Compliance Officer CRD 7426522

Advisory reps 2 of 2

• Ranjeet Guptara Registered Rep · Investment Adviser Rep CRD 7203719
• Winston Frederick Justice Registered Rep · Investment Adviser Rep CRD 6472211

Location

Headquarters

4020 Aspen Grove Dr Ste 355
Franklin, TN 37067

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: sagepointcp.com

Every state, with registration dates

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