CRD: 154632
Spartan Capital Private Wealth Management LLC
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2010
- Office Locations
- 3
Office Locations
About Spartan Capital Private Wealth Management LLC
Spartan Capital Private Wealth Management provides wealth management and financial planning for retail investors, with portfolio construction across public equities, fixed income, ETFs, and select alternatives. The broader Spartan platform also offers investment banking, institutional trading, and equity research, alongside regular market commentary through Cardillo’s Corner. Custody is supported via Axos.
Team overview
Insights
Accredited Investors
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JOHN DENNIS LOWRY
Advisor, Owner
- CRD
- #4336146
- Ownership
- 75% or more
RALPH EDWARD METZ JR
Consultant, PRINCIPAL
- CRD
- #4687011
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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William Andrew Baris
--
- CRD
- #6178840
Theologos Stavros Basis
--
- CRD
- #2574740
Showing 2 of 11 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,741,000 | -- |
| Total | $6,741,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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