CRD: 122594
Spyglass Investment Management
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- Custodian
- Capital Group · Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-18-2000
- Office Locations
- 1
Office Locations
About Spyglass Investment Management
Spyglass Investment Management is a fee-only advisor providing customized investment management and financial planning. The team builds diversified, tax-efficient portfolios informed by risk-tolerance analysis and individualized portfolio design, supporting retirement income, Roth conversions, college funding/529s, and employee benefit reviews. Client focus includes rollover IRAs, taxable accounts, college savings plans, and trust investment management, with custody that includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JON E BEARDSLEY
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #4578743
- Ownership
- 50% but less than 75%
John William Cristee
Associate Broker, President
- CRD
- #1276783
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Brock R Oxford
Financial Advisor
- CRD
- #7556392
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,513,756 | $195,808 |
| Non-Discretionary | $2,905,336 | $581,067 |
| Total | $156,419,092 | $198,250 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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