Spondeo Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318353
- Registered since
- January 21, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.6%
- Charitable Organizations2.55%
- Individuals1.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Spondeo Capital, LLC is an independent, California-registered wealth advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its core service set covers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not position itself as a capital allocator and does not emphasize ESG investing. Spondeo appears to operate as a small, client-focused adviser that pairs discretionary portfolio management with planning and consulting services for a mixed client base. Its product mix and reported asset composition point to a primary emphasis on public market equity exposure supplemented by allocations to private-market and alternative strategies managed by third parties.
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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