Spurgeon Financial Group

Overview

Spurgeon Financial Group operates as a sole proprietorship and is registered as an independent registered investment adviser. The business is owner-operated and serves both individual and family clients as well as some institutional relationships. Its advisory services center on financial planning and portfolio management for individuals and small businesses, and the firm also functions as an insurance broker. Compensation is primarily a percentage-of-assets-under-management fee. The firm indicates it does not act as a capital allocator or pension consultant, does not report multi-state adviser status, and is not positioned as an ESG-focused investor. Advisory activity appears focused on non-discretionary mandates rather than fully discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices