Spring City Partners, LLC

RIASEC Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$127K
Accounts
126
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
297361
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI75.98%
  • Individuals24.02%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Spring City Partners, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a fee model that combines a percentage of assets under management with fixed fees, and it positions publicly traded equities as the core building block of client portfolios. Spring City Partners does not present itself as a multi-state adviser or as an active ESG investor; its business model is oriented toward straightforward wealth management rather than pension consulting or capital allocation. Investment activity centers on exchange-traded securities for liquid core exposure, supplemented by third-party alternative funds where appropriate. The firm is structured as a limited liability company under individual ownership and manages portfolios directly for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 18%, Cash & Cash Equivalents 15%, Derivatives 2%65%
  • Exchange Traded Equities65%
  • US Government Bonds18%
  • Cash & Cash Equivalents15%
  • Derivatives2%

Contacts

1 of 1
  • William March

    William March

    FounderCRD 6470234

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth