# Mary J. Spitler, MS, LLC

> Mary J. Spitler, MS, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 8, 2026.

- CRD: 113145
- Filed as: MARY J. SPITLER, MS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wyoming
- Filing period: October 2026
- Form ADV filing dated: March 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113145
- AdvisorCensus page: https://advisorcensus.com/firm/mary-j-spitler-ms-llc-113145

## Quick answers

**How is Mary J. Spitler, MS, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mary J. Spitler, MS, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Mary J. Spitler, MS, LLC registered with the SEC or a state?**
Mary J. Spitler, MS, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 113145.

**How much does Mary J. Spitler, MS, LLC manage?**
Mary J. Spitler, MS, LLC reports $24,137,825 in regulatory assets under management in its Form ADV filing dated March 8, 2026 (100% discretionary).

**What types of clients does Mary J. Spitler, MS, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45).

**Does Mary J. Spitler, MS, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113145

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $24,137,825
- Discretionary: $24,137,825
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $24,137,825 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thefpoffice.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mary J. Spitler, MS, LLC (CRD 113145): Form ADV filing data as of October 2026.