Sprinkle Financial Consultants LLC
Firm details
- Headquarters
- Littleton, Colorado
- CRD number
- 112227
- Registered since
- January 23, 1995
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.4%
- Individuals2.51%
- Charitable Organizations1.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sprinkle Financial Consultants LLC is an independent, limited liability RIA that has been registered with the SEC since 1995. The firm is owned by an individual and positions itself as a capital allocator serving primarily individual and family clients. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor, and it lists an accountant among its industry affiliations. Sprinkle is not presented as a multi-state or pension-consulting adviser in the available materials.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities18%
- Cash & Cash Equivalents6%
- Private Funds1%
Contacts
3 of 3
Scott Sprinkle
Managing MemberCRD 4405486
Stanley Sprinkle
MemberCRD 4405489
Sean Sprinkle
OwnerCRD 4405490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$229M in ETFs
35%
$80.8M
60%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $25M | 832,529 | 10.89% |
Location
Littleton, CO
Arapahoe
Location
Littleton, CO
Headquartered in Littleton, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 1520 W Canal Ct
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Aether Investment Partners, LLC
RIALittleton, CO
Tucker Asset Management LLC
RIALittleton, CO
Whipplewood Advisors, LLC
RIALittleton, CO
Capital Financial Group, Inc.
RIALittleton, CO
Summitpoint Capital Management
RIALittleton, CO
Branzan Investment Advisors, Inc.
RIALittleton, CO