Firm profile

WELLSPRING CAPITAL ADVISORS, LLC

CRD 132698Latest ADV April 9, 2026

Wellspring Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 9, 2026, reports $5.0B in regulatory assets under management, 2 employees, and 14 accounts.

Assets Under Management
$5.0B
Employees
2
Offices
--
Total Clients
14
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSteven W. Guyer

Advisory services offered

1 types reported
Other advisory services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentInsurance Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
100.0%
14

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.0Bas of April 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$5.0B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

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

Latest AUM$5.0B
Total Accounts14
10Y AUM Change+$1.9B (+62.2%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee7:1
10Y Employee Change-1 (-33.3%)

* 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.