SPG Advisors LLC

Overview

SPG Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm describes itself as a capital allocator serving individual and family clients, offering multiple billing options including percentage-of-AUM, hourly, fixed fees and other fee arrangements. SPG provides financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and investor education through publications and seminars. The firm maintains several industry relationships — including other investment advisers, accounting and insurance firms, and real estate brokers — and acts as a sponsor/GP or managing member for pooled investment vehicles. SPG is not an active ESG investor and its ADV does not list pension consulting or multi-state adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives