$9.6M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Axos · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
-- Fayetteville AR
About Spicer Capital
Spicer Capital is a Fayetteville-based RIA. The firm has been operating for 5 years. Managing $9.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Axos.
Team overview
36 AVG AGE
$9.6M AVG AUM / ADVISOR
$234.9K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
STEPHEN NEIL SPICER II
Chief Executive Officer, Founder, Owner
- CRD
- #5784234
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,340,000 | -- |
| Non-Discretionary | $1,290,000 | -- |
| Total | $9,630,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing