This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-2016
- Office Locations
- 1
Office Locations
About Spurstone
Spurstone is a fiduciary RIA serving executives, corporate professionals, founders, and private company/equity owners. The firm delivers bespoke portfolio management paired with strategic, tax-focused planning across areas like estate planning, philanthropy, and compensation decisions, coordinating with clients’ other advisors as the hub of their financial ecosystem. Portfolios are built for long-term goals with a tax-efficient, risk-aware approach (SEI platform).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THEODORE MARTIN DEGROOT
Managing Member
- CRD
- #3259211
- Ownership
- 50% but less than 75%
TIMOTHY R GOLAS
Chief Compliance Officer, Managing Member
- CRD
- #4955538
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
JAMES Frank LAGACE
--
- CRD
- #7367351
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,115,319 | $382,700 |
| Non-Discretionary | $0 | -- |
| Total | $192,115,319 | $382,700 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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