RIA Intel›Advisers›North Carolina›SPARTAN CAPITAL MANAGEMENT, LLC

SPARTAN CAPITAL MANAGEMENT, LLC

Advisory

NC

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in NC
#425
of 516 advisers by AUM
Average account
$2M
across 42 accounts
AUM per adviser
$44M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$88M
Discretionary %
100%
Clients
42
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$88M
Discretionary AUM$88M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients42
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

TURNING POINT FINANCIAL, INC.
CHARLOTTE, NC
$88M
HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
RALEIGH, NC
$88M
+68.9% 1Y
SHANKLAND FINANCIAL ADVISORS, LLC
HENDERSONVILLE, NC
$88M
+17.0% 1Y
TELOS WEALTH MANAGEMENT, LLC
$88M
WOLFBRIDGE FINANCIAL CORPORATION
DURHAM, NC
$89M
REALM INVESTMENT CONSULTING LLC
CARY, NC
$89M

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