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SPRING CAPITAL MANAGEMENT
600 S. Tyler
Suite 1515
Amarillo, Texas 79101
Tel: 806-322-5000
About SPRING CAPITAL MANAGEMENT
SPRING CAPITAL MANAGEMENT, formally registered with the SEC as SPRING CAPITAL MANAGEMENT. The firm was established in 10/23/2020. They have over 3 offices throughout the country.
SPRING CAPITAL MANAGEMENT is a Amarillo, Texas based Financial Planning firm with nearly $214,379,993 assets under management, offering retirement planning & investment advisory services to 303 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282842 |
| SEC# | 801-119676 |
| Assets Managed by Firm | $214,379,993 |
| No. of Clients | 303 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 303 | $214,379,993 |
| Individuals (other than high net worth individuals) | 53 | $1,091,088 |
| High net worth individuals | 76 | $191,014,878 |
| Charitable organizations | Fewer than 5 clients | $3,637,912 |
| Corporations or other businesses | 7 | $18,636,115 |
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|---|---|---|---|
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