CRD: 169106
Speight Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-30-2013
- Office Locations
- 1
Office Locations
About Speight Asset Management, LLC
Speight Asset Management, LLC is an independent, fee-only RIA in Houston serving successful professionals, entrepreneurs, and retirees with portfolio management, financial planning, and risk management. Led by Jon Michael Speight (30+ years industry experience), the firm emphasizes relationship-driven, high-touch service and builds portfolios primarily with public funds and ETFs, with assets custodied at Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JON MICHAEL SPEIGHT
Chief Compliance Officer, Managing Member, President
- CRD
- #2165731
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,253,392 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,253,392 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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