Overview

Assets Under Management: $269 million
Headquarters: BUCYRUS, OH
High-Net-Worth Clients: 64
Average Client Assets: $2 million

Frequently Asked Questions

SPRENG CAPITAL MANAGEMENT, INC. 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 #119902), SPRENG CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.

SPRENG CAPITAL MANAGEMENT, INC. is headquartered in BUCYRUS, OH.

SPRENG CAPITAL MANAGEMENT, INC. serves 64 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓

According to their SEC Form ADV, SPRENG CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓

SPRENG CAPITAL MANAGEMENT, INC. manages $269 million in client assets according to their SEC filing dated March 24, 2025.

According to their SEC Form ADV, SPRENG CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,650
Discretionary Accounts: 1,650

Regulatory Filings

CRD Number: 119902
Filing ID: 1955235
Last Filing Date: 2025-03-24 15:35:00
Website: https://sprengcapital.com