AdvizorPro
Spreng Capital Management, Inc.

Spreng Capital Management, Inc.. CRD 119902

Spreng Capital Management, Inc. logo

CRD: 119902

Spreng Capital Management, Inc.

$300.2M Total AUM
$300.2M Disc. AUM
14.6% 3Y CAGR
4 Employees
944 ADV. Clients
26 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
08-19-1999
Office Locations
1

Office Locations

201 South Sandusky Avenue Bucyrus OH

About Spreng Capital Management, Inc.

Spreng Capital Management is a Bucyrus, OH-based RIA (founded 1999) providing structured, customized, fee-only investment management for individuals, businesses, corporate profit-sharing plans, and foundations/endowments nationwide (clients in 25 states). The firm emphasizes long-term growth with a primary objective of preserving capital from permanent loss and typically custody assets at Charles Schwab.

Team overview

71 AVG AGE
$100.1M AVG AUM / ADVISOR
$318.0K AVG AUM / CLIENT
16.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

JAMES ALLEN SPRENG

JAMES ALLEN SPRENG

Investment Advisor, President, PRINCIPAL

CRD
#2899030
Ownership
75% or more
Available
Available
Available
T

THOMAS RYAN BROWN

Financial Advisor, PRINCIPAL, VICE PRESIDENT

CRD
#2755992
Ownership
10% but less than 25%
Available
Available
Available

Showing 2 of 3 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-23-2022
03-28-2023
08-13-2024
03-24-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $300,205,060 $178,481
Non-Discretionary $0 --
Total $300,205,060 $178,481

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Corporate - Investment Grade:
Available
Cash:
Available
U.S. Government/Agency:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Corporate - Investment Grade Available Available
Cash Available Available
U.S. Government/Agency Available Available
Municipal Bonds Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

Continue browsing

View all advisor firms in Ohio

Start a free trial and
prospect smarter