# Spicer Wealth Management

> 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.

- CRD: 152792
- Filed as: SPICER WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beavercreek, OH
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152792
- AdvisorCensus page: https://advisorcensus.com/firm/spicer-wealth-management-beavercreek-oh-152792

## Quick answers

**How is Spicer Wealth Management compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Spicer Wealth Management located?**
Spicer Wealth Management's principal office is in Beavercreek, OH, according to its Form ADV.

**Is Spicer Wealth Management registered with the SEC or a state?**
Spicer Wealth Management is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152792.

**Does Spicer Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152792

### Websites listed on Form ADV (Item 1.I)
- spicerwealth.com
- LinkedIn @bryon-spicer-a2278958
- YouTube @spicerwealthmanagement9920

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spicer Wealth Management (CRD 152792): Form ADV filing data as of October 2026.