SPRENG CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- Bucyrus, Ohio
- CRD number
- 119902
- Registered since
- March 15, 2017
- Website
- sprengcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals50.93%
- HNWI46.44%
- Charitable Organizations2.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Spreng Capital Management, Inc. is an independent, SEC‑registered RIA formed in 2017 and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management with the option for hourly billing. Spreng does not identify itself as a multi‑state adviser or a specialized capital allocator, and it does not flag ESG investing as an active practice. The firm lists an industry affiliation with accountants, which suggests coordination with tax and accounting professionals in client engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds64%
- Exchange Traded Equities18%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Contacts
3 of 3Anne Spreng-Cole
Financial AdvisorCRD 7779847
THOMAS BROWN
Financial AdvisorCRD 2755992
JAMES SPRENG
Principal & FounderCRD 2899030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$186M in ETFs
87%
$161M
<1%
$25.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $44.9M | 68,788 | 24.11% |
Location
Bucyrus, OH
CRAWFORD
Location
Bucyrus, OH
Headquartered in Bucyrus, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.
- Metro area
- Mansfield-Ashland-Bucyrus, OH
- Region
- Midwest
- County
- CRAWFORD
- Address
- 201 S Sandusky Ave
- Time zone
- ET (UTC-5)
- Office locations
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