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 registered investment adviser organized as an LLC and registered with the SEC in 2020. Ownership is held by an individual. The firm serves both individual and family clients as well as institutional clients, and it bills clients using a mix of asset-based fees and fixed fees. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Spartan does not present itself as a capital allocator, is not labeled an active ESG investor, and is not registered 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
Brandon Langley
PresidentCRD 5965300
Richard Dexter
Financial PlannerCRD 7820173
Ira Ross
Partner, AdvisorCRD 722300
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$123M in ETFs
79%
$97.4M
15%
$25.6M
| 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 | $15.1M | 166,207 | 12.27% |
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
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