Sporl & Company
Firm details
- Headquarters
- ,
- CRD number
- 130785
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sporl & Company is an independently owned, corporate-structured investment adviser that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges asset-based fees alongside the ability to assess performance-based fees, and it does not present itself as a capital allocator. Public filings indicate a distinct tilt toward fixed‑income management rather than ESG or multi-state advisory activity. Service delivery centers on bespoke portfolio management rather than institutional consulting or pension work. The adviser reports a very small client base and concentrates assets in government-backed fixed-income securities, supplemented by allocations to real estate through external managers.
Assets & Accounts
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
- US Government Bonds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Edward Sporl
PresidentCRD 826851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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