SPEIGHT ASSET MANAGEMENT, LLC

Overview

Speight Asset Management, LLC is an independent registered investment adviser that manages discretionary portfolios for individuals, families and small business owners. The firm’s advisory practice centers on fee-based portfolio management alongside financial planning and client education through seminars and workshops. Investment activity is concentrated in publicly traded pooled vehicles — primarily mutual funds and other public funds — which the advisers use as core building blocks for client portfolios rather than direct, concentrated single-stock strategies. The firm charges a percentage-of-assets fee (with “other” noted in its fee mix), and its books show a boutique, high-net-worth client focus: relatively few relationships that carry sizable balances. Speight appears to favor diversified, liquid solutions and uses a centralized custody relationship rather than an array of custodians. It does not list active ESG investing or allocations to third-party alternative managers on its filing.

Assets & Accounts

Investments & Alternatives

Location & Offices