|
⚲
|
| Keyboard |
| Red Spruce Capital LLC
✚
|
|
|---|---|
| CRD # | 158720 |
| SEC # | 801-113984 |
| CIK # | 0001795356 |
| AUM | 256.9 M (2026-02-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 610-727-4270 |
| Address | 1055 Westlakes Drive Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 19.6 | ||
| Applied Materials Inc /DE | 13.1 | ||
| AbbVie Inc | 11.2 | ||
| ASML Holding NV | 10.9 | ||
| Broadcom Inc | 10.6 | ||
| Microsoft Corp | 7.9 | ||
| Marvell Technology Inc | 7.6 | ||
| Amazon Com Inc | 7.3 | ||
| Eaton Corp Ltd | 6.6 | ||
| Facebook Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 26.3 |
| (b) Individuals (high net worth individuals) | 64 | 230.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 256.9 |
| By Discretionary | ||
| Discretionary | 316 | 256.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 316 | 256.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.9 | |
| Total | 316 | 256.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001795356] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kamichu Wealth Management LLC
✚
|
258.1 M | |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 257.6 M |
|
Dogwood Wealth Management LLC
✚
|
KS | 257.2 M |
|
Financial Advisory Services LLC
✚
|
PA | 256.9 M |
|
RD Lewis Holdings Inc
✚
|
FL | 256.8 M |
|
Stone Pine Financial Partners LLC
✚
|
PA | 256.8 M |
|
Vienna Asset Management LLC
✚
|
CA | 256.5 M |
|
Alpha Advisors LLC
✚
|
VA | 256.1 M |
|
Casilio Leitch Investments LLC
✚
|
CA | 256.0 M |
|
Sound Investment Management Inc
✚
|
OR | 255.5 M |