{
  "crd_number": 339469,
  "slug": "spendvest-339469",
  "primary_business_name": "SPENDVEST",
  "legal_name": "SPENDVEST CORP",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-11",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://instagram.com/spendvestapp",
    "https://instagram.com/spendvestor",
    "https://linkedin.com/company/124874000",
    "https://spendvest.com",
    "https://tiktok.com/@Spendvestories",
    "https://tiktok.com/@spendvestapp?_r=1&_t=ZT-94nMDFGZuzW",
    "https://tiktok.com/@spendvestment",
    "https://tiktok.com/@spendvestor",
    "https://x.com/spendvestapp",
    "https://youtube.com/@Spendvest"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339469",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/spendvest-339469",
  "display_name": "Spendvest",
  "summary": "Spendvest is an SEC-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Spendvest (CRD 339469): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Spendvest compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Spendvest reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Spendvest charge?",
      "a": "Its Form ADV Part 2A brochure dated August 19, 2026 states: Subscription: $9.99 to $14.99 a month (Robo-Advisory Portfolio Management Services); Subscription: $89.99 to $149.99 a year (Robo-Advisory Portfolio Management Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Spendvest registered with the SEC or a state?",
      "a": "Spendvest is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339469."
    },
    {
      "q": "How much does Spendvest manage?",
      "a": "Spendvest reports $0 in regulatory assets under management in its Form ADV filing dated September 30, 2026."
    },
    {
      "q": "What types of clients does Spendvest serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4)."
    },
    {
      "q": "Does Spendvest report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339469"
    },
    {
      "q": "Does Spendvest state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 19, 2026 says: \"There is no account minimum for any of SPE’s services.\""
    },
    {
      "q": "What changed in Spendvest's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $9.99 to $14.99 a month (Robo-Advisory Portfolio Management Services)",
      "Subscription: $89.99 to $149.99 a year (Robo-Advisory Portfolio Management Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of SPE’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $9.99 to $14.99 a month (Robo-Advisory Portfolio Management Services)"
        ],
        "quotes": [
          "SPE charges a flat subscription fee subscription fee in advance on a monthly or annual basis. Fees generally range from $9.99 to $14.99 per month"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $89.99 to $149.99 a year (Robo-Advisory Portfolio Management Services)"
        ],
        "quotes": [
          "SPE charges a flat subscription fee subscription fee in advance on a monthly or annual basis. Fees generally range from $9.99 to $14.99 per month, or $89.99 to $149.99 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 9.99,
          "max": 14.99,
          "period": "monthly",
          "service": "Robo-Advisory Portfolio Management Services"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 89.99,
          "max": 149.99,
          "period": "annual",
          "service": "Robo-Advisory Portfolio Management Services"
        }
      ]
    },
    "quotes": [
      "There is no account minimum for any of SPE’s services.",
      "SPE charges a flat subscription fee subscription fee in advance on a monthly or annual basis. Fees generally range from $9.99 to $14.99 per month",
      "SPE charges a flat subscription fee subscription fee in advance on a monthly or annual basis. Fees generally range from $9.99 to $14.99 per month, or $89.99 to $149.99 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/spendvest-339469.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339469",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}