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- Custodian
- Charles Schwab & Company ยท Hsbc
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-02-2021
- Office Locations
- 1
Office Locations
About Spearhead Advisors, LLC
Spearhead Advisors, LLC is a Newport Beach, CA RIA serving entrepreneurs, business owners, and other high-performing professionals. The firm provides goal-based financial strategy and tailored portfolio management, with a specialty in diversifying concentrated public equity positions to support compliant liquidity and exit planning. Portfolios primarily use fixed income, public funds, and ETFs, custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
DAVID ELIOT DARDASHTI
Chief Compliance Officer, Managing Member
- CRD
- #4958265
- Ownership
- 50% but less than 75%
NICHOLAS PATRICK PARDINI
Managing Member
- CRD
- #5902562
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Samantha Dalby
--
- CRD
- #8238260
Patrick Murphy McCann
Financial Advisor, General Partner
- CRD
- #7950244
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,838,127 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,838,127 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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