Overview
Assets Under Management: $156 million
Headquarters: TERRE HAUTE, IN
High-Net-Worth Clients: 86
Average Client Assets: $1.2 million
Frequently Asked Questions
SPYGLASS INVESTMENT MANAGEMENT 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 #122594), SPYGLASS INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
SPYGLASS INVESTMENT MANAGEMENT is headquartered in TERRE HAUTE, IN.
SPYGLASS INVESTMENT MANAGEMENT serves 86 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, SPYGLASS INVESTMENT MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SPYGLASS INVESTMENT MANAGEMENT manages $156 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, SPYGLASS INVESTMENT MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.50%
Average Client Assets: $1.2 million
Total Client Accounts: 789
Discretionary Accounts: 784
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 122594
Filing ID: 2052420
Last Filing Date: 2026-03-16 11:58:18