SPARK ASSET MANAGEMENT GROUP

Overview

Spark Asset Management Group is an independent RIA operating as a limited liability company with an individual owner. The firm serves primarily individual and family clients on a percentage-of-AUM fee basis, offering comprehensive financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its mandate is equity‑focused: the firm shows a clear preference for exchange‑traded securities, allocating the bulk of client assets to liquid public markets while retaining the flexibility to use managed accounts and outsourced managers where appropriate. Investment activity centers on discretionary management—most client portfolios are actively managed with a tilt toward equities. Spark supplements its public market exposure with third‑party alternative managers, and it uses annuities as a component of client solutions where income, downside protection, or liability matching is required. The firm is not positioned as an ESG specialist, does not operate as a multi‑state adviser, and does not report pension consulting or related adviser relationships.

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Public Holdings

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Location & Offices