SPENCER FINANCIAL STRATEGIES

SPENCER FINANCIAL STRATEGIES is an SEC-registered investment adviser (CRD 334095). Regulatory assets under management: $17.8M.

Registration

• CRD: 334095
• Type: Registered investment adviser
• Phone: 317-566-2050
• Latest filing: 2026-01-26
• Regulatory AUM: $17.8M
• Discretionary AUM: $17.8M
• Clients: 2
• Accounts: 123

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: 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 334095 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search