TERRE HAUTE, INCRD 122594Latest ADV March 16, 2026
Spyglass Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Terre Haute, IN. Its latest Form ADV filing, dated March 16, 2026, reports $156M in regulatory assets under management, 3 employees, and 789 accounts.
Top client segmentIndividuals represent 80.8% of total clients.
Top client categories% of clientsClients
1
Individuals
80.8%
425
2
HNWI
16.3%
86
3
Corporations
1.9%
10
4
Pension Plans
1.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 16, 2026
Discretionary98.1%
$154M
98% of total RAUM98.1%
Non-discretionary1.9%
$3M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$156M
Total Accounts789
10Y AUM Change+$16M (+11.7%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee175:1
10Y Employee Change-2 (-40.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2025. Charts show the most recent available filing segment under this CRD.
* 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.