CRD: 282842
Spring Capital Management
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2008
- Office Locations
- 1
Office Locations
About Spring Capital Management
Spring Capital Management is an independent, SEC-registered RIA in Amarillo, TX providing investment advisory and portfolio construction with a long-term, client-first asset-allocation approach. The firm builds custom portfolios focused largely on ETFs (and select mutual funds) for individuals and business owners/entrepreneurs, with planning support around tax and business succession. Custody is through Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD EARL MCELREATH
Chief Compliance Officer, DIRECTOR, President
- CRD
- #3034037
- Ownership
- 75% or more
Jennifer McElreath
Secretary
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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ROBERT PAUL RATHBUN
Senior Vice President
- CRD
- #1018350
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,042,193 | $705,830 |
| Non-Discretionary | $0 | -- |
| Total | $223,042,193 | $705,830 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | 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 |
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