Spencer Smith Asset Management, Inc.

Overview

Spencer Smith Asset Management, Inc. is a small, client-focused registered investment adviser that concentrates on portfolio management for individual and family clients and small businesses. The firm’s investment tilt is toward publicly traded equities, with exchange-traded securities comprising the dominant portion of client assets. Engagements appear directed at discretionary management in most client relationships, while the firm also accepts a smaller share of non‑discretionary accounts and hourly consulting work. The firm charges clients on a percentage-of-AUM basis and can bill hourly, which signals a mix of ongoing advisory relationships and project-based work for smaller or ad hoc assignments. Spencer Smith Asset Management, Inc. is not identified as an active ESG investor and is organized as a corporation with an individual owner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices