SPYRNAL FINANCIAL GROUP
Firm details
- Headquarters
- BOKEELIA, Florida
- CRD number
- 299957
- Registered since
- January 2, 2024
- Website
- spyrnalfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.58%
- HNWI46.74%
- Pension & Profit Sharing Plans2.68%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Spyrnal Financial Group is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines a percentage-of-assets structure with fixed fees, signaling a mix of ongoing advisory relationships and project-based work. Investment activity centers on externally managed public funds and mutual funds as the primary sleeve of client portfolios, while the firm also engages third‑party alternative asset managers to access non‑traditional exposures. Spyrnal Financial Group does not identify as an active ESG investor. The firm is organized as a limited liability company, owner-operated, and registered with the SEC in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds58%
- Exchange Traded Equities17%
- Investment Grade Corp Bonds16%
- Cash & Cash Equivalents6%
- Private Funds2%
Owners & executives
1 of 1CHAD MICHAELS
Chief Investment OfficerCRD 6307586
Contacts
1 of 1TIMOTHY SPYRNAL
Financial AdvisorCRD 5551659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOKEELIA, FL
LEE
Location
BOKEELIA, FL
Headquartered in BOKEELIA, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- LEE
- Address
- 5524 Avenue A
- Time zone
- ET (UTC-5)
- Office locations
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