Spurstone Advisory Services, LLC
● SEC registered since 2023CRD 284158SEC# 801-127573Higganum, CT
Reg. AUM
$192.1M
Employees
5
Accounts
502
Location
Higganum, CT
Spurstone Advisory Services, LLC assets under management
Spurstone Advisory Services, LLC operates as an SEC-registered investment adviser based in Higganum, CT. The firm has been registered since 2023. It reports $192.1 million in regulatory assets under management and employs 5 people.
Spurstone Advisory Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Theodore Martin Degroot Control | Managing Member | 50-75% | 2016 |
| Timothy R Golas Control | Managing Member And Cco | 50-75% | 2016 |
Frequently asked questions
How much does Spurstone Advisory Services, LLC manage?
Spurstone Advisory Services, LLC reports $192.1 million in regulatory assets under management on its Form ADV.
How many employees does Spurstone Advisory Services, LLC have?
Spurstone Advisory Services, LLC reports 5 employees.
Where is Spurstone Advisory Services, LLC located?
Spurstone Advisory Services, LLC is based in Higganum, CT and has been SEC-registered since 2023.
Does Spurstone Advisory Services, LLC disclose fund performance?
Spurstone Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12 Scovil Rd, Higganum, CT 06441 |
| Phone | 860-264-1111 |
| Office hours | 9:30a.m. - 4:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.1M▲ 55%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$192.1Mregulatory AUM
Discretionary $192.1M