Spotlight Investment LLC

Overview

Spotlight Investment LLC is a small, independent RIA that serves individual and family clients with a mix of financial planning and portfolio management focused on liquid markets. The firm leans into equity markets—particularly exchange-traded instruments—and runs client relationships on a primarily non-discretionary basis. Fee arrangements include both a percentage of AUM and fixed-fee engagements, and the firm lists business activities that include CPO/CTA services, indicating some capability or registration related to commodity pool or trading advisory activity alongside its advisory work for individuals and small businesses. Spotlight does not position itself as an active ESG investor and it is not structured as a multi-state adviser. The firm’s approach appears pragmatic and execution-focused: core exposure through exchange-traded equities/ETFs, supplemental diversification via mutual funds, and selective allocations to real estate/REITs as the primary alternative sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices