Fee-only adviser · Norfolk, VA
Sandpiper Capital, LLC
Sandpiper Capital, LLC is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Norfolk, Virginia. On its latest Form ADV, filed March 9, 2026, it reports $20M in regulatory assets under management, 50 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Virginia |
|---|---|
| Firm CRD number | 148542 · SEC file 801-69677 |
| Office | 999 Waterside DR #2600 Norfolk, VA 23510 |
| Phone | (757) 679-9781 |
| Website | www.sandpiper-capital.com |
| Regulatory assets under management | $20M |
| Individual clients | 50 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Norfolk
- Courage Miller Partners, LLC $481M
- Heritage Wealth Management Group, Ltd $152M
- Wealthway Financial Advisors $246M
- Courage Korving Miller Partners, LLC $44M
- Virginia Global Asset Management, LLC $26M
- Brown Advisory $7.6B
See all 9 fee-only advisers in Norfolk →
Nearby
- Chesapeake 2 firms
- Virginia Beach 21 firms
- Suffolk 2 firms
- Newport News 4 firms
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