Spyglass Investment Management

RIASEC RegisteredEst. 2025

Total AUM

$156M

Discretionary

$154M

98% of AUM

Avg account

$198K

Accounts

789

Employees

Advisory reps

Firm details

Headquarters: Terre Haute, Indiana
CRD number: 122594
Registered since: June 23, 2025
Website: www.eyeonyourfuture.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI63.5%
Individuals29.88%
Corporations / Businesses3.91%
Pension & Profit Sharing Plans2.31%
State / Municipal Government0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Spyglass Investment Management is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Its fee model combines a percentage-of-AUM charge with hourly billing. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.