RIA Intel›Advisers›Indiana›SPENDES1, LLC

SPENDES1, LLC

Advisory

IN

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account

$145K

across 123 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

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

80 clients

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

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Advisers of similar size in IN

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

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$18M

HUMAN CAPITAL, LLC

$19M

FEDDERN FINANCIAL CONSULTING GROUP, LLC

JEFFERSONVILLE, IN

$19M

THE VERNALIS GROUP, LLC

TERRE HAUTE, IN

$17M

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