Spicer Capital

Overview

Spicer Capital is a small, independent registered investment adviser that works primarily with individual and family clients. The firm operates as an allocator — blending direct portfolio management with access to third‑party managers — and combines traditional advisory work with insurance distribution. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and client education through seminars and workshops. Fee arrangements are mixed: percentage of assets under management, fixed fees, and some commission-based products tied to its insurance brokerage activities. Investment preferences are equity‑centric. The firm shows a clear tilt toward exchange‑traded equities, running separately managed accounts and ETF/stock portfolios rather than multi-asset, full‑stack models. Spicer Capital does not identify as an active ESG investor and appears focused on conventional equity exposure supplemented by insurance products and select alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices