SharpePoint, LLC (hereinafter called “SharpePoint”) is a Registered Investment Adviser based in Phoenix, Arizona, and incorporated under the laws of the State of Arizona. SharpePoint is owned by Robinson Financial Advisors, LLC (owned by Brian Robinson) and Regan & Associates LLC (owned by James Regan). Founded in January 2018, SharpePoint provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. SharpePoint also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. SharpePoint provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with SharpePoint. Managed Accounts are available to individuals, charitable organizations, and small businesses. Asset Management SharpePoint provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. SharpePoint will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. SharpePoint and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk

profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability, and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) Held Away Asset Management Services We provide an additional service for accounts not directly held at our custodian, but where we do have discretion, and may leverage an Order Management System to implement tax-efficient asset location and opportunistic rebalancing strategies on behalf of the client. These are primarily 401(k) accounts, HSA’s, and other assets we do not custody. We regularly review the available investment options in these accounts, monitor them, and rebalance and implement our strategies in the same way we do other accounts, though using different tools as necessary. Financial Planning Financial plans and financial planning may include, but are not limited to: investment planning; life insurance; tax concerns; retirement planning; education planning; and debt/credit planning. In offering financial planning, a conflict exists between the interests of the investment adviser and the interests of the client. The client is under no obligation to act upon the investment adviser's recommendation, and, if the client elects to act on any of the recommendations, the client is under no obligation to effect the transaction through the investment adviser. This statement is required by California Code of Regulations, 10 CCR Section 260.235.2. Educational Seminars and Workshops SharpePoint provides periodic educational seminars and workshops to clients and the general public free of charge. Wrap Fee Programs A wrap fee program is an investment program wherein the investor pays one stated fee that includes management fees, transaction costs, and certain other administrative fees. SharpePoint does not participate in any wrap fee programs. Assets Under Management The firm currently has the following assets under management as of December 2023 Discretionary: $ 147,952,213 Non-Discretionary: $ 0