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Sparks Capital Management

Sparks Capital Management. CRD 311222

S

CRD: 311222

Sparks Capital Management

$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
01-12-2021
Office Locations
1

Office Locations

-- Colorado Springs CO

About Sparks Capital Management

Sparks Capital Management is a fee-only, fiduciary, employee-owned boutique RIA in Colorado Springs. The firm builds custom portfolios combining carefully selected individual stocks with strategic bond allocations, adjusting to changing market conditions to match each client’s goals and risk tolerance. Led by founder/CIO Daniel Sparks (MBA; longtime markets writer and TipRanks-ranked expert) and custodied at Interactive Brokers.

Team overview

-- AVG AGE
$3.9M AVG AUM / ADVISOR
$324.6K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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Investment Themes

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Investment Vehicles

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Services

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Owner & Executives

Daniel Stephen Sparks

Daniel Stephen Sparks

Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member

CRD
#7302092
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,894,849 --
Non-Discretionary $0 --
Total $3,894,849 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Total Available Available

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