|
⚲
|
| Keyboard |
| Spreng Capital Management Inc
✚
|
|
|---|---|
| CRD # | 119902 |
| SEC # | 801-110082 |
| CIK # | 0001800913 |
| AUM | 300.2 M (2026-03-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 419-563-0084 |
| Address | 201 South Sandusky Avenue Bucyrus, OH 44820 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800913 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.5 | ||
| Apple Inc | 5.8 | ||
| Nvidia Corp | 5.1 | ||
| Caterpillar Inc | 3.5 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Amazon Com Inc | 2.2 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Micron Technology Inc | 1.9 | ||
| American Electric Power Co Inc | 1.8 | ||
| Altria Group Inc | 1.5 | ||
| Southern Co | 1.4 | ||
| Johnson & Johnson | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 863 | 152.9 |
| (b) Individuals (high net worth individuals) | 64 | 139.4 |
| (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 | 17 | 7.9 |
| (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 | 1,682 | 300.2 |
| By Discretionary | ||
| Discretionary | 1,682 | 300.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,682 | 300.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.2 | |
| Total | 1,682 | 300.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800913] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BAC Capital Advisors LLC
✚
|
WA | 301.2 M |
|
FFP Wealth Management LLC
✚
|
MN | 301.1 M |
|
Headway Wealth Ltd
✚
|
301.0 M | |
|
Retirable Inc
✚
|
NY | 301.0 M |
|
Philip O Johnson & Company Ltd
✚
|
AZ | 301.0 M |
|
Vital Wealth Management LLC
✚
|
IL | 300.8 M |
|
Summit Place Financial Advisors LLC
✚
|
NJ | 300.4 M |
|
David Kennon Incorporated
✚
|
FL | 300.0 M |
|
Alliant Securities Inc
✚
|
WA | 300.0 M |
|
Security First Financial Inc
✚
|
MI | 299.5 M |