Spg Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kirkland, WA. Its latest Form ADV filing, dated March 27, 2026, reports $535M in regulatory assets under management, 9 employees, and 2,366 accounts.
Assets Under Management
$535M
Employees
9
Offices
--
Total Clients
692
Primary office
KIRKLAND, WA
11411 NE 124TH ST, SUITE 255, KIRKLAND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
533
2
HNWI
23.0%
159
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$535Mas of March 27, 2026
Discretionary100.0%
$535M
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.
Total AUM$535M
Total Accounts2,366
10Y AUM Change+$385M (+257.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee77:1
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.