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| Spectrum Advisors Inc
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|---|---|
| CRD # | 114805 |
| SEC # | 801-126099 |
| CIK # | 0001856042 |
| AUM | 160.0 M (2026-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-931-3700 |
| Address | 2805 Dallas Parkway, Ste 200 Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.4 | ||
| Nvidia Corp | 2.0 | ||
| Oracle Corp | 1.5 | ||
| Fidelity National Information Services Inc | 1.0 | ||
| AbbVie Inc | 0.7 | ||
| PepsiCo Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Wisconsin Energy Corp | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Pioneer Power Solutions Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 74.0 |
| (b) Individuals (high net worth individuals) | 38 | 86.0 |
| (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 | 890 | 160.0 |
| By Discretionary | ||
| Discretionary | 890 | 160.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 890 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 890 | 160.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001856042] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
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