RIA Intel›Advisers›North Carolina›SPARK ASSET MANAGEMENT GROUP, LLC

SPARK ASSET MANAGEMENT GROUP, LLC

Advisory

STATESVILLE, NC

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$246K

across 52 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$12M

Non-Discretionary AUM$766K

Discretionary %94%

Total Clients37

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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