Spectrum Advisors, Inc.
Spectrum Advisors, Inc. is an SEC-registered mass-market adviser in Plano, TX with $160.0M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Spectrum Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114805, SEC 801-126099, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $160.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Plano, TX
- Employees
- 9
- Clients
- 308
- CRD
- 114805
- Ownership
- Reppert, Jon, Michael; Faulkner, David, R; NORRIS, ZACHARY, JONATHAN
How much AUM does Spectrum Advisors, Inc. have?
Spectrum Advisors, Inc. reported $160.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Spectrum Advisors, Inc.?
Disclosed owners and executives of Spectrum Advisors, Inc. include Reppert, Jon, Michael, Faulkner, David, R, NORRIS, ZACHARY, JONATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.