$17.4M Total AUM
$17.4M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-1999
- Office Locations
- 1
Office Locations
-- SAN Mateo CA
About Spring Capital Management
Spring Capital Management, LLC is an SEC-registered investment adviser delivering client-first, long-term capital allocation guidance and customized portfolio recommendations to help clients build, manage, and preserve wealth. Established in 1999, the firm emphasizes disciplined decision-making informed by market, economic, and client-specific factors rather than short-term Wall Street narratives.
Team overview
-- AVG AGE
$17.4M AVG AUM / ADVISOR
$457.5K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Custodian
Available
Owner & Executives
T
TOD MARC SPRING
ADVISOR, Broker
- CRD
- #1999810
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,385,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,385,496 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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 |
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