Spectrum Investment Advisors, Inc.
● SEC registered since 1999CRD 108669SEC# 801-56966Mequon, WI
Reg. AUM
$1.06B
Employees
27
Accounts
1,090
Location
Mequon, WI
Spectrum Investment Advisors, Inc. assets under management
Spectrum Investment Advisors, Inc. is an investment advisory firm registered with the SEC based in Mequon, WI. The firm has been registered since 1999. It reports $1.1 billion in regulatory assets under management and employs 27 people.
Spectrum Investment Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Eugene White | Wealth Manager And Partner | Under 5% | 2007 |
| James Francis Marshall Control | Chairman, Founder And Partner | 10-25% | 2019 |
| Jonathan James Marshall Control | Executive Vice President, Chief Compliance Officer, Chief Investment Officer And Director | 50-75% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Spectrum Investment Advisors, Inc. manage?
Spectrum Investment Advisors, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Spectrum Investment Advisors, Inc. have?
Spectrum Investment Advisors, Inc. reports 27 employees.
Where is Spectrum Investment Advisors, Inc. located?
Spectrum Investment Advisors, Inc. is based in Mequon, WI and has been SEC-registered since 1999.
Does Spectrum Investment Advisors, Inc. disclose fund performance?
Spectrum Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6329 West Mequon Road, Mequon, WI 53092 |
| Phone | 262-238-4010 |
| Fax | 262-512-2704 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1856042 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1.06BNon-discretionary $8.8M