# Spyglass Investment Management

> Spyglass Investment Management is an SEC-registered investment advisory firm in Terre Haute, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 122594
- Filed as: SPYGLASS INVESTMENT MANAGEMENT
- Legal name: Spyglass Investment Management Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Terre Haute, IN
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122594
- AdvisorCensus page: https://advisorcensus.com/firm/spyglass-investment-management-terre-haute-in-122594

## Quick answers

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

**How much does Spyglass Investment Management charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $100 an hour (projects that are limited in scope). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Spyglass Investment Management located?**
Spyglass Investment Management's principal office is in Terre Haute, IN, according to its Form ADV.

**Is Spyglass Investment Management registered with the SEC or a state?**
Spyglass Investment Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 122594.

**How much does Spyglass Investment Management manage?**
Spyglass Investment Management reports $156,419,092 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (98% discretionary).

**How have Spyglass Investment Management's assets and staff changed since 2025?**
In the Form ADV data for Spyglass Investment Management: Regulatory assets under management: $140,011,446 in the October 2025 data and $156,419,092 in the October 2026 data, up 12%. Total employees: 5 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Spyglass Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (425); high net worth individuals (86); corporations or other businesses not listed above (10).

**Which custodians does Spyglass Investment Management use?**
Spyglass Investment Management'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 Spyglass Investment Management 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/122594

**Does Spyglass Investment Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "Spyglass does not have a minimum account size."

**What changed in Spyglass Investment Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $140,011,446 to $156,419,092 (+12%).

## 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 16, 2026)

- Account minimum: None

> Spyglass does not have a minimum account size.

- Hourly rate: $100 an hour (projects that are limited in scope)

> Occasionally Spyglass will charge an hourly fee of $100 for projects that are limited in scope.

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: $156,419,092
- Discretionary: $153,513,756
- Non-discretionary: $2,905,336

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 425 | $46,744,828 |
| High net worth individuals | 86 | $99,332,758 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $3,614,892 |
| Charitable organizations | Fewer than 5 | $194,947 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $419,568 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $6,112,099 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $140,011,446 | 5 | May 27, 2025 |
| October 2026 | $156,419,092 | 3 | March 16, 2026 |

Regulatory assets under management: $140,011,446 in the October 2025 data and $156,419,092 in the October 2026 data, up 12%.
Total employees: 5 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $140,011,446 to $156,419,092 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spyglass Investment Management (CRD 122594): Form ADV filing data as of October 2026.