Spreng Capital Management Inc

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Assets, Funds, Holdings

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Spreng Capital Management Inc
CRD #119902
SEC #801-110082
CIK #0001800913
AUM $268.5 M (2025-03-24)
Employees 4 (75% Investors, 0% Brokers)
Phone419-563-0084
Address201 South Sandusky Avenue
Bucyrus, OH 44820
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002004201120182026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 8.6
Nvidia Corp 5.1
Apple Inc 4.9
J P Morgan Chase & Co 3.1
Amazon Com Inc 2.2
Wal Mart Stores Inc 1.8
American Electric Power Co Inc 1.5
Caterpillar Inc 1.5
VISA Inc 1.4
Southern Co 1.3
Holdings by Sector ($M)
2502001501005002020202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 855 141.9
(b) Individuals (high net worth individuals) 64 120.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 18 6.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,650 268.5
By Discretionary
Discretionary 1,650 268.5
Non-Discretionary 0 0.0
Total 1,650 268.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 268.5
Total 1,650 268.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001800913]
Comparable Firms State AUM ($B)
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WA 0.3
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Gamma Asset Management LLC
PR 0.3
Security First Financial Inc
MI 0.3
Truenorth Financial Services LLC
WA 0.3
The Nestegg Group Inc
IL 0.3
Kovalcik & Geraghty Wealth Partners LLP
OH 0.3
Founder Family Financial LLC
0.3
Unconventional Investor LLC
0.3
Tradewell Securities LLC
IN 0.3
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