Sporl & Company

RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$673K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
130785
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sporl & Company is an independently owned, corporate-structured investment adviser that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges asset-based fees alongside the ability to assess performance-based fees, and it does not present itself as a capital allocator. Public filings indicate a distinct tilt toward fixed‑income management rather than ESG or multi-state advisory activity. Service delivery centers on bespoke portfolio management rather than institutional consulting or pension work. The adviser reports a very small client base and concentrates assets in government-backed fixed-income securities, supplemented by allocations to real estate through external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 95%, Cash & Cash Equivalents 5%95%
  • US Government Bonds95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Edward Sporl

    PresidentCRD 826851

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth