Spc is an SEC registered investment adviser organized as a corporation with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated March 24, 2026, reports $6.1B in regulatory assets under management, 471 employee, 336 offices, and 26,433 accounts.
Top client segmentIndividuals represent 96.3% of total clients.
Top client categories% of clientsClients
1
Individuals
96.3%
29,763
2
HNWI
2.7%
832
3
Pension Plans
0.6%
190
4
Corporations
0.3%
100
5
Charitable
0.1%
21
Additional categories (<0.1%)
Government10 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.1Bas of March 24, 2026
Discretionary100.0%
$6.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$1M
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$6.1B
Total Accounts26,433
10Y AUM Change+$3.5B (+136.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees471
Clients per Employee66:1
10Y Employee Change-205 (-30.3%)
* 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.