SPURGEON FINANCIAL GROUP

SPURGEON FINANCIAL GROUP of STOCKTON, CA is an SEC-registered investment adviser (CRD 138174). Regulatory assets under management: $37.8M.

Registration

• CRD: 138174
• Type: Registered investment adviser
• Location: 7825 N. PERSHING AVE., STOCKTON, CA, 95207-1749
• Phone: 209-474-8134 X23
• Latest filing: 2026-02-06
• Regulatory AUM: $37.8M
• Non-discretionary AUM: $37.8M
• Clients: 2
• Accounts: 335

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 138174 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search