SPYRNAL FINANCIAL GROUP

RIASEC RegisteredEst. 2024
Total AUM
$146M
Discretionary
$138M
95% of AUM
Avg account
$373K
Accounts
390
Employees
4
Advisory reps
2

Firm details

Headquarters
BOKEELIA, Florida
CRD number
299957
Registered since
January 2, 2024
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 17%, Investment Grade Corp Bonds 16%, Cash & Cash Equivalents 6%, Private Funds 2%, US Government Bonds 1%, State & Local Bonds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities17%
  • Investment Grade Corp Bonds16%
  • Cash & Cash Equivalents6%
  • Private Funds2%

Owners & executives

1 of 1
  • CHAD MICHAELS

    Chief Investment OfficerCRD 6307586

Contacts

1 of 1
  • TIMOTHY SPYRNAL

    Financial AdvisorCRD 5551659

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth