Spring Capital Management
Firm details
- Headquarters
- Amarillo, Texas
- CRD number
- 282842
- Registered since
- October 23, 2020
- Website
- springcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.07%
- Corporations / Businesses8.66%
- Charitable Organizations1.77%
- Individuals0.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Spring Capital Management is an independent, individually owned LLC that acts as a fee-based wealth manager and capital allocator. The firm is registered with the SEC (registration year 2020) and serves both individuals and families as well as institutional clients. Its advice model centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it also provides selection-of-other-advisers services. Compensation is charged as a percentage of assets under management. Spring Capital Management does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- US Government Bonds5%
- Cash & Cash Equivalents3%
Contacts
3 of 3Robert Rathbun
Investment Adviser RepresentativeCRD 1018350
Richard Mcelreath
President and DirectorCRD 3034037
Jennifer McElreath
SecretaryCRD 6609197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$10.3M in ETFs
100%
$10.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.1M | 4,004 | 29.59% |
Location
Amarillo, TX
Potter
Location
Amarillo, TX
Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.
- Metro area
- Amarillo-Pampa-Borger, TX
- Region
- South
- County
- Potter
- Address
- 600 S Tyler St
- Time zone
- CT (UTC-6)
- Office locations
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