Spring Capital Management LLC

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Assets, Funds, Holdings

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Spring Capital Management LLC
CRD #282842
SEC #801-119676
CIK #0001899146
AUM $157.0 MM (2024-01-30)
Employees 2 (100% Investors, 100% Brokers)
Phone806-322-5000
Address600 S Tyler
Amarillo, TX 79101
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
16012896643202009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 12.7
DE 94,490.3 7.6
ORCL 182,760.6 7.5
ETN 51,598.7 6.9
BRO 16,290.0 6.9
GWW 23,029.0 6.7
JNJ 465,600.2 6.6
QCOM 147,392.0 6.3
V 419,260.5 5.2
APD 53,782.2 5.2
View All
Holdings by Sector ($MM)
14011284562802022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 33 7.4
(b) Individuals (high net worth individuals) 93 139.9
(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 3.5
(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 7 6.2
(n) Other 0 0.0
Total 261 157.0
By Discretionary
Discretionary 261 157.0
Non-Discretionary 0 0.0
Total 261 157.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 157.0
Total 261 157.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001899146]
Comparable Firms State AUM ($BB)
Weis Advisory LLC
IA 0.2
Genter Advisors LLC
CA 0.2
Southern Capital Services Inc
AL 0.2
MCS Financial Advisors LLC
OR 0.2
Oregon Pacific Financial Advisors Inc
OR 0.2
Napatree Capital LLC
RI 0.2
Revere Asset Management Inc
TX 0.2
Delarme Wealth Management Inc
CA 0.2
Octant Quantitative Investment Management LLC
UT 0.2
Catalyst Financial NW Corporation
OR 0.2
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