RIA Intel›Advisers›Florida›SPEARHEAD CAPITAL ADVISORS, LLC

SPEARHEAD CAPITAL ADVISORS, LLC

Advisory

N·WELLINGTON, FL

Data as of Jul 29, 2022 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

+43.1%

3-Year CAGR

+35.8%

Employees

19

Assets Under Management

Total AUM$1.9B

Discretionary AUM$1.5B

Non-Discretionary AUM$357M

Discretionary %81.2%

Total Clients—

Team

Total Employees19

Investment Advisers27

Employee Growth (1Y)—

Filing History

Total Filings on Record49

First FilingSep 28, 2016

Latest FilingJul 29, 2022

🔒 Full AUM trend chart and 49 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SPEARHEAD CAPITAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.