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| Spurstone Advisory Services LLC
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|---|---|
| CRD # | 284158 |
| SEC # | 801-127573 |
| CIK # | 0002056079 |
| AUM | 192.1 M (2026-03-16) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 860-264-1111 |
| Address | 12 Scovil Rd Higganum, CT 06441 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.3 | ||
| United Technologies Corp /DE/ | 0.8 | ||
| HCA Holdings Inc | 0.6 | ||
| Chevron Corp | 0.4 | ||
| United Parcel Service Inc | 0.4 | ||
| Pfizer Inc | 0.2 | ||
| Fortinet Inc | 0.2 | ||
| Palo Alto Networks Inc | 0.2 | ||
| Travelers Companies Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 34.2 |
| (b) Individuals (high net worth individuals) | 58 | 154.1 |
| (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 | 1 | 0.1 |
| (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 | 3 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 502 | 192.1 |
| By Discretionary | ||
| Discretionary | 502 | 192.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 502 | 192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.1 | |
| Total | 502 | 192.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056079] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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