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| Keyboard |
| S & P Financial Inc
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|
|---|---|
| CRD # | 139358 |
| SEC # | 801-66205 |
| CIK # | |
| AUM | 370.6 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 541-482-0138 |
| Address | 241 Maple Street Ashland, OR 97520 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 556 | 370.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0.0 |
| (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 | 1,651 | 370.6 |
| By Discretionary | ||
| Discretionary | 1,651 | 370.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,651 | 370.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.6 | |
| Total | 1,651 | 370.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 556 |
| Serves | Retail |
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|---|---|---|
|
Walker Financial Services Inc
✚
|
KY | 373.7 M |
|
Margna Peak Advisors AG
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372.5 M | |
|
Orion Capital Management LLC
✚
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CA | 370.9 M |
|
Helm Investment Management LLC
✚
|
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|
Catalyst Private Wealth LLC
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|
CA | 370.4 M |
|
Charbeth Advisory LLC
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|
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|
Glassy Mountain Advisors Inc
✚
|
MD | 369.8 M |
|
Ruggaard & Associates LLC
✚
|
OH | 368.6 M |
|
AFT Forsyth & Sober LLC
✚
|
FL | 368.5 M |
|
Lee Johnson Capital Management LLC
✚
|
TX | 368.2 M |