Sprinkle Financial Consultants LLC
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
FINTRXOverview
Sprinkle Financial Consultants LLC is an independent SEC-registered registered investment adviser organized as a limited liability company and owned by an individual. The firm primarily serves individuals and families and provides portfolio management for both personal and small business clients as well as for businesses or institutions. It also acts as a capital allocator and engages in the selection of other advisers when appropriate. Compensation structures include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Sprinkle does not identify as an ESG investor and is not registered as a multi-state adviser or pension consultant. An accounting affiliation is noted among its industry relationships.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities18%
- Cash & Cash Equivalents6%
- Private Funds1%
Contacts
3 of 3
Scott Sprinkle
Managing MemberCRD 4405486
Stanley Sprinkle
MemberCRD 4405489
Sean Sprinkle
OwnerCRD 4405490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$211M in ETFs
39%
$81.1M
59%
$130M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $24.3M | 826,262 | 11.54% |
Location
Littleton, CO
Arapahoe
Location
Littleton, CO
Headquartered in Littleton, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 1520 W Canal Ct
- Time zone
- MT (UTC-7)
- Office locations
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