# Spreng Capital Management, Inc.

> Spreng Capital Management, Inc. is an SEC-registered investment advisory firm in Bucyrus, OH, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 119902
- Filed as: SPRENG CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bucyrus, OH
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119902
- AdvisorCensus page: https://advisorcensus.com/firm/spreng-capital-management-inc-bucyrus-oh-119902

## Quick answers

**How is Spreng Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Spreng Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Spreng Capital Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Hourly rate: $250 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Spreng Capital Management, Inc. located?**
Spreng Capital Management, Inc.'s principal office is in Bucyrus, OH, according to its Form ADV.

**Is Spreng Capital Management, Inc. registered with the SEC or a state?**
Spreng Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 119902.

**How much does Spreng Capital Management, Inc. manage?**
Spreng Capital Management, Inc. reports $300,205,060 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Spreng Capital Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Spreng Capital Management, Inc.: Regulatory assets under management: $193,174,653 in the October 2021 data and $300,205,060 in the October 2026 data, up 55%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Spreng Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (863); high net worth individuals (64); charitable organizations (17).

**Which custodians does Spreng Capital Management, Inc. use?**
Spreng Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Spreng Capital Management, Inc. report any disciplinary disclosures?**
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/119902

**What changed in Spreng Capital Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $268,545,336 to $300,205,060 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Hourly rate: $250 an hour (financial planning)

> If SCM is retained by a client or individual to assist with financial planning our rate is $250 an hour for these services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $300,205,060
- Discretionary: $300,205,060
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 863 | $152,906,532 |
| High net worth individuals | 64 | $139,402,390 |
| Charitable organizations | 17 | $7,896,138 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MI, NC, OH, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sprengcapital.com](https://sprengcapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $193,174,653 | 4 | March 16, 2021 |
| October 2022 | $238,439,460 | 3 | March 23, 2022 |
| October 2023 | $201,987,320 | 3 | March 28, 2023 |
| October 2024 | $219,695,484 | 4 | August 13, 2024 |
| October 2025 | $268,545,336 | 4 | March 24, 2025 |
| October 2026 | $300,205,060 | 4 | March 9, 2026 |

Regulatory assets under management: $193,174,653 in the October 2021 data and $300,205,060 in the October 2026 data, up 55%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $268,545,336 to $300,205,060 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spreng Capital Management, Inc. (CRD 119902): Form ADV filing data as of October 2026.