Overview
Assets Under Management: $232 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
RED SPRUCE CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158720), RED SPRUCE CAPITAL, LLC is subject to fiduciary duty under federal law.
RED SPRUCE CAPITAL, LLC is headquartered in BERWYN, PA.
RED SPRUCE CAPITAL, LLC serves 68 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, RED SPRUCE CAPITAL, LLC offers portfolio management for individuals. View all service details ↓
RED SPRUCE CAPITAL, LLC manages $232 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, RED SPRUCE CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 316
Discretionary Accounts: 316
Regulatory Filings
CRD Number: 158720
Last Filing Date: 2025-02-10 00:00:00
Website: https://redsprucecapital.com