{
  "crd_number": 152792,
  "slug": "spicer-wealth-management-beavercreek-oh-152792",
  "primary_business_name": "SPICER WEALTH MANAGEMENT",
  "legal_name": "SPICER WEALTH MANAGEMENT",
  "dbas": [],
  "city": "Beavercreek",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "19430",
  "metro": {
    "cbsa_code": "19430",
    "common_name": "Dayton",
    "msa_name": "Dayton-Kettering-Beavercreek, OH",
    "path": "/advisors/oh/dayton"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-03-11",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://linkedin.com/in/bryon-spicer-a2278958",
    "https://spicerwealth.com",
    "https://youtube.com/@spicerwealthmanagement9920"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152792",
  "disclosure_items": [
    {
      "item": "11.H(1)(c)",
      "question": "Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?"
    }
  ],
  "city_as_filed": "BEAVERCREEK",
  "url": "https://advisorcensus.com/firm/spicer-wealth-management-beavercreek-oh-152792",
  "display_name": "Spicer Wealth Management",
  "summary": "Spicer Wealth Management is a state-registered investment advisory firm in Beavercreek, OH, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Spicer Wealth Management (CRD 152792): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Spicer Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Spicer Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Spicer Wealth Management located?",
      "a": "Spicer Wealth Management's principal office is in Beavercreek, OH, according to its Form ADV."
    },
    {
      "q": "Is Spicer Wealth Management registered with the SEC or a state?",
      "a": "Spicer Wealth Management is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152792."
    },
    {
      "q": "Does Spicer Wealth Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152792"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/spicer-wealth-management-beavercreek-oh-152792.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/152792",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
