Spartan Planning Group
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 166599
- Registered since
- April 30, 2020
- Website
- spartanplanninggroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.58%
- Individuals12.2%
- Pension & Profit Sharing Plans6.05%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Spartan Planning Group is an independent RIA organized as an LLC and owned by an individual. The firm is SEC-registered (initial registration in 2020) and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client mix includes both individual & family clients and institutional relationships. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities40%
- Private Funds8%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
2 of 2
David Childs
CEOCRD 5145179
Jonathan Robinson
Co-Founder & CEOCRD 4675026
Contacts
3 of 4
Ira Ross
Partner, AdvisorCRD 722300
Brandon Langley
PresidentCRD 5965300
David Lillard
Co-Founder & PresidentCRD 7706679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$140M in ETFs
82%
$114M
13%
$25.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $23.9M | 259,652 | 17.04% |
Location
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 1931 New Garden Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cascades Capital Asset Management, LLC
RIAGreensboro, NC
Capital Management LLC
RIAGreensboro, NC
Blueprint Fund Management
RIAGreensboro, NC
Piedmont Capital Management, LLC
RIAGreensboro, NC
Zuraw Financial Advisors, LLC
RIAGreensboro, NC
Fund Direct Advisors Inc.
RIAGreensboro, NC