Firm profile

SPRENG CAPITAL MANAGEMENT, INC.

BUCYRUS, OHCRD 119902Latest ADV March 9, 2026

Spreng Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bucyrus, OH. Its latest Form ADV filing, dated March 9, 2026, reports $300M in regulatory assets under management, 4 employees, and 1,682 accounts.

Assets Under Management
$300M
Employees
4
Offices
--
Total Clients
944
Primary office
BUCYRUS, OH
201 SOUTH SANDUSKY AVENUE, BUCYRUS, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJames A. Spreng
CEOThomas R. Brown
CCOAnne K. Spreng-cole

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 91.4% of total clients.
Top client categories% of clientsClients
1
Individuals
91.4%
863
2
HNWI
6.8%
64
3
Charitable
1.8%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$300Mas of March 9, 2026
Discretionary100.0%
$300M
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$300M
Total Accounts1,682
10Y AUM Change+$189M (+170.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee236:1
10Y Employee Change0 (0.0%)

* 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.