SPURGEON FINANCIAL GROUP

Overview

Spurgeon Financial Group operates as a small, independent registered investment adviser organized as a sole proprietorship. The firm focuses on fee-based relationships with individuals, families and some institutional clients, delivering financial planning and portfolio management tailored to individuals and small businesses. Its business model also includes insurance brokerage services, and it charges clients on a percentage-of-assets-under-management basis. Investment posture shows a clear equity preference, with a large share of assets held in non-exchange-traded equity positions. The adviser does not take discretionary authority over client accounts, which indicates the firm typically provides advice and recommendations while clients retain trading authority. Spurgeon Financial Group is not positioned as an active ESG investor, and it appears to serve a concentrated, regional client base rather than operating as a multi-state or national RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices