S
$17.8M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
1 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2025
- Office Locations
- 2
Office Locations
501 S Austin AVE Suite 1220 Georgetown TX
-- Indianapolis IN
About Spencer Financial Strategies
Spencer Financial Strategies is a Indianapolis-based RIA with 2 offices. The firm has been operating for 1 years. Managing $17.8M in total assets under management, with 2 advisory representatives. They custody assets with Wells Fargo.
Team overview
55 AVG AGE
$8.9M AVG AUM / ADVISOR
$222.4K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DEBRA SUE SPENCER
Chief Compliance Officer, Owner, President
- CRD
- #1916269
- Ownership
- 75% or more
Available
Available
Available
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D
Dylan Stewart Taylor
--
- CRD
- #8166965
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,790,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,790,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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