# Speight Asset Management, LLC

> Speight Asset Management, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 169106
- Filed as: SPEIGHT ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169106
- AdvisorCensus page: https://advisorcensus.com/firm/speight-asset-management-llc-houston-tx-169106

## Quick answers

**How is Speight Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Speight Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Speight Asset Management, LLC located?**
Speight Asset Management, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Speight Asset Management, LLC registered with the SEC or a state?**
Speight Asset Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169106.

**How much does Speight Asset Management, LLC manage?**
Speight Asset Management, LLC reports $89,253,392 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Speight Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (21).

**Does Speight Asset Management, 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/169106

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $89,253,392
- Discretionary: $89,253,392
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $8,905,394 |
| High net worth individuals | 23 | $80,347,998 |

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

### Firm details
- Registered since: 2013 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [speightassetmanagement.com](https://speightassetmanagement.com)
- LinkedIn @jon-speight-cfp®-5a41a921

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Speight Asset Management, LLC (CRD 169106): Form ADV filing data as of October 2026.
