Spreng Capital Management, Inc.

RIASEC RegisteredEst. 2017
Total AUM
$300M
Discretionary
$300M
100% of AUM
Avg account
$178K
Accounts
1,682
Employees
4
Advisory reps
3

Firm details

Headquarters
Bucyrus, Ohio
CRD number
119902
Registered since
March 15, 2017
Website
sprengcapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals50.93%
  • HNWI46.44%
  • Charitable Organizations2.63%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Spreng Capital Management, Inc. is an independent, SEC-registered RIA organized as a corporation and owner-operated. The firm provides financial planning and portfolio management for individuals, families and small-business clients, and also serves some institutional relationships. Its compensation model combines a percentage-of-AUM fee with hourly charges for certain services. The adviser does not position itself as an ESG investor and is not designated a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 64%, Exchange Traded Equities 18%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 5%, US Government Bonds 3%, State & Local Bonds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities18%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents5%
  • US Government Bonds3%

Contacts

3 of 3
  • Anne Spreng-Cole

    Anne Spreng-Cole

    Financial AdvisorCRD 7779847

  • Thomas Brown

    Thomas Brown

    Financial AdvisorCRD 2755992

  • James Spreng

    James Spreng

    Principal & FounderCRD 2899030

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$245M in ETFs

Passive

89%

$217M

Active

<1%

$28M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$51.9M69,31421.16%
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Location

Primary office

Bucyrus, OH

Crawford

Location

Bucyrus, OH

Headquartered in Bucyrus, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.

Metro area
Mansfield-Ashland-Bucyrus, OH
Region
Midwest
County
Crawford
Address
201 S Sandusky Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth