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 a privately held LLC that registered with the SEC in 2020 and is owned by an individual. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, operating under a percentage-of-AUM fee model. Its core advisory services include discretionary portfolio management for individuals/small businesses and for businesses or institutions, plus the selection of third-party advisers when appropriate. Spring Capital does not flag itself as an active ESG investor, multi-state adviser, pension consultant, or related adviser.
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
Jennifer McElreath
SecretaryCRD 6609197
Richard Mcelreath
President and DirectorCRD 3034037
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 | $3M | 4,004 | 28.97% |
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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