Spirit of America Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Syosset, NY. Its latest Form ADV filing, dated January 23, 2026, reports $540M in regulatory assets under management, 35 employees, 4 offices, and 21 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.2% of total clients.
Top client categories% of clientsClients
1
Individuals
95.2%
20
2
Investment Cos.
4.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$540Mas of January 23, 2026
Discretionary100.0%
$540M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$540M
Total Accounts21
10Y AUM Change$-647M (-54.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee1:1
10Y Employee Change+27 (+337.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.