Overview
Assets Under Management: $146 million
Headquarters: BOKEELIA, FL
High-Net-Worth Clients: 35
Average Client Assets: $1.9 million
Frequently Asked Questions
SPYRNAL FINANCIAL GROUP 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 #299957), SPYRNAL FINANCIAL GROUP is subject to fiduciary duty under federal law.
SPYRNAL FINANCIAL GROUP is headquartered in BOKEELIA, FL.
SPYRNAL FINANCIAL GROUP serves 35 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, SPYRNAL FINANCIAL GROUP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SPYRNAL FINANCIAL GROUP manages $146 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, SPYRNAL FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.74%
Average Client Assets: $1.9 million
Total Client Accounts: 390
Discretionary Accounts: 380
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 299957
Filing ID: 2077241
Last Filing Date: 2026-03-20 09:03:01