SPRINKLE FINANCIAL CONSULTANTS LLC

RIASEC RegisteredEst. 1995

Total AUM

$926M

Discretionary

$926M

100% of AUM

Avg account

$867K

Accounts

1,068

Employees

Advisory reps

Firm details

Headquarters: LITTLETON, Colorado
CRD number: 112227
Registered since: January 23, 1995
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.4%
Individuals2.51%
Charitable Organizations1.09%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sprinkle Financial Consultants LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1995. The firm is privately owned (individual owner) and positions itself as a capital allocator for individual and family clients. Its advisory capabilities include portfolio management for individuals, small businesses and institutions, and it also performs selection of third-party advisers. Compensation comes through a mix of percentage-of-AUM fees, hourly charges and fixed fees. The firm does not market itself as an ESG investor and is not a multi-state or newly formed adviser. One professional affiliation noted is with accounting professionals, which suggests coordination with external tax or accounting advisers for client work.