Sprinkle Financial Consultants Llc
- Regulatory AUM
- $926M
- Discretionary
- $926M
- Clients
- 242
- Avg AUM / client
- $3.8M
- Accounts
- 1,068
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Investments (13F portfolio — 104 positions, $254,907,740)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | US LRG CAP ETF | $24,316,835 | 826,262 | 9.54% | 2.63% |
| 2 | J P Morgan Exchange Traded F | ACTIVE GROWTH | $18,755,482 | 190,225 | 7.36% | 2.03% |
| 3 | Oneok Inc New | COM | $14,827,531 | 170,549 | 5.82% | 1.6% |
| 4 | Ishares Tr | CORE S&P SCP ETF | $14,346,878 | 96,732 | 5.63% | 1.55% |
| 5 | J P Morgan Exchange Traded F | CORE PLUS BD ETF | $11,992,356 | 255,479 | 4.7% | 1.29% |
| 6 | Dimensional Etf Trust | GLOBAL REAL EST | $10,966,358 | 378,545 | 4.3% | 1.18% |
| 7 | J P Morgan Exchange Traded F | DIVERSFD EQT ETF | $10,814,613 | 179,745 | 4.24% | 1.17% |
| 8 | Dimensional Etf Trust | US MKTWIDE VALUE | $8,635,089 | 156,974 | 3.39% | 0.93% |
| 9 | J P Morgan Exchange Traded F | HEDG EQU LAD ETF | $8,132,017 | 120,333 | 3.19% | 0.88% |
| 10 | Ishares Tr | CORE S&P500 ETF | $6,102,718 | 8,151 | 2.39% | 0.66% |
| 11 | T Rowe Price Exchange Traded | CAP APPRECIATION | $5,745,590 | 139,797 | 2.25% | 0.62% |
| 12 | American Centy Etf Tr | AVANTIS ALL EQT | $5,695,432 | 57,470 | 2.23% | 0.62% |
| 13 | Pimco Etf Tr | MUNI INCOME OPP | $5,617,479 | 122,760 | 2.2% | 0.61% |
| 14 | Dimensional Etf Trust | INTL CORE EQUITY | $5,442,754 | 146,074 | 2.14% | 0.59% |
| 15 | Dimensional Etf Trust | US LARG VALU ETF | $4,923,142 | 124,514 | 1.93% | 0.53% |
| 16 | Dimensional Etf Trust | WORLD EQUITY ETF | $4,449,472 | 53,732 | 1.75% | 0.48% |
| 17 | Gmo Etf Trust | US QUALITY ETF | $3,795,948 | 91,207 | 1.49% | 0.41% |
| 18 | Dimensional Etf Trust | US SMALL CAP ETF | $3,527,957 | 42,847 | 1.38% | 0.38% |
| 19 | American Centy Etf Tr | AVANTIS EMGMKT | $3,419,518 | 35,441 | 1.34% | 0.37% |
| 20 | Pimco Etf Tr | MULTISECTOR BD | $3,371,045 | 127,113 | 1.32% | 0.36% |
| 21 | American Centy Etf Tr | US LARGE CAP VLU | $3,366,261 | 36,907 | 1.32% | 0.36% |
| 22 | Vanguard Index Fds | TOTAL STK MKT | $3,062,450 | 8,276 | 1.2% | 0.33% |
| 23 | American Centy Etf Tr | REAL ESTATE ETF | $2,941,764 | 62,091 | 1.15% | 0.32% |
| 24 | Apple Inc | COM | $2,915,583 | 10,076 | 1.14% | 0.31% |
| 25 | Amazon Com Inc | COM | $2,851,022 | 11,962 | 1.12% | 0.31% |
Top 25 of 104 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $23.3M | 2.51% |
| High net worth individuals | 161 | $893M | 96.4% |
| Charitable organizations | Fewer than 5 clients | $10.1M | 1.09% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Kerry Sprinkle | Managing Member And Chief Compliance Officer | CFP Personal Financial Specialist | Sep 1994 (32y) | 25% – 50% |
| Stanley G. Sprinkle | Managing Member | Sep 1994 (32y) | 25% – 50% | |
| Sean Gary Sprinkle | Managing Member | Personal Financial Specialist | Mar 1996 (30y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $922M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗