Overview
Assets Under Management: $632 million
Headquarters: WELLINGTON, FL
High-Net-Worth Clients: 14
Average Client Assets: $37.5 million
Frequently Asked Questions
SPEARHEAD CAPITAL ADVISORS, 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 #161131), SPEARHEAD CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SPEARHEAD CAPITAL ADVISORS, LLC is headquartered in WELLINGTON, FL.
SPEARHEAD CAPITAL ADVISORS, LLC serves 14 high-net-worth clients according to their SEC filing dated October 26, 2018. View client details ↓
According to their SEC Form ADV, SPEARHEAD CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
SPEARHEAD CAPITAL ADVISORS, LLC manages $632 million in client assets according to their SEC filing dated October 26, 2018.
According to their SEC Form ADV, SPEARHEAD CAPITAL ADVISORS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.97%
Average Client Assets: $37.5 million
Total Client Accounts: 119
Discretionary Accounts: 81
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 161131
Filing ID: 1247912
Last Filing Date: 2018-10-26 13:32:00