SPG Advisors LLC

Overview

SPG Advisors LLC is an independent, SEC-registered RIA that works primarily with individual and family clients. Registered in 2020 as a limited liability company, the firm acts as a capital allocator and offers a mix of advisory services: financial planning, portfolio management for individuals and small businesses, manager selection, plus client education through publications and seminars. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and other structures. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser. SPG maintains several industry relationships that expand its capabilities: affiliations with other investment advisers, accountants, insurance companies, real estate brokers, and roles as sponsor/GP/managing member of pooled investment vehicles. That combination indicates the firm both sources external managers and can act as a private sponsor on pooled structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices