# SPECTRUM ADVISORS, INC.

SPECTRUM ADVISORS, INC. of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114805
- Type: SEC-registered investment adviser
- SEC file number: 801-126099
- Location: 2805 DALLAS PARKWAY, STE 200, PLANO, TX, 75093
- Phone: 972-931-3700
- Latest filing: 2026-03-31
- Regulatory AUM: $160.0M
- Discretionary AUM: $160.0M
- Clients: 9
- Accounts: 890

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Jon Michael Reppert | PRESIDENT | — |
| David R Faulkner | SHAREHOLDER | — |
| Zachary Jonathan Norris | CHIEF COMPLIANCE OFFICER | — |
| Reppert Jon Michael | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Faulkner David R | SHAREHOLDER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114805/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114805/similar
- Related entities: https://search.stillhousedata.com/firm/114805/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114805

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.