Overview
Assets Under Management: $64 million
High-Net-Worth Clients: 23
Average Client Assets: $2.2 million
Frequently Asked Questions
SPRINGDALE CAPITAL 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 #150338), SPRINGDALE CAPITAL is subject to fiduciary duty under federal law.
SPRINGDALE CAPITAL serves 23 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, SPRINGDALE CAPITAL offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SPRINGDALE CAPITAL manages $64 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, SPRINGDALE CAPITAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.88%
Average Client Assets: $2.2 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 150338
Filing ID: 2065422
Last Filing Date: 2026-03-05 14:52:15