RIA Intel›Advisers›Ohio›SPERO-SMITH INVESTMENT ADVISERS, INC.

SPERO-SMITH INVESTMENT ADVISERS, INC.

Advisory

N·CLEVELAND, OH

Data as of Aug 12, 2016 · Source: SEC Form ADV

Total AUM

$810M

1-Year AUM Growth

+4.5%

3-Year CAGR

+7.4%

Employees

11

Assets Under Management

Total AUM$810M

Discretionary AUM$794M

Non-Discretionary AUM$16M

Discretionary %98%

Total Clients—

Team

Total Employees11

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingFeb 5, 2001

Latest FilingAug 12, 2016

🔒 Full AUM trend chart and 37 historical filings spanning 15+ 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 SPERO-SMITH INVESTMENT ADVISERS, INC.

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