Squire Investment Management Company, Llc
- Regulatory AUM
- $587M
- Discretionary
- $579M
- Clients
- 587
- Avg AUM / client
- $1000K
- Accounts
- 1,537
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 342 | $80.2M | 13.7% |
| High net worth individuals | 197 | $349M | 59.4% |
| Pension and profit sharing plans | 36 | $23.1M | 3.93% |
| Charitable organizations | Fewer than 5 clients | $14.6M | 2.49% |
| Corporations and other businesses | 12 | $120M | 20.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Netdocuments Software, Inc. 401(k) Plan Netdocuments Software, Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julie Christine Anderson | Chief Compliance Officer | Personal Financial Specialist | Jan 2005 (22y) | Less than 5% |
| Wayne Fredrick Barben | Managing Member | Personal Financial Specialist | Feb 2005 (22y) | Less than 5% |
| Nathan John Larsen | Registered representative | Personal Financial Specialist | Jan 2014 (13y) | |
| David Drew Bigler | Registered representative | Personal Financial Specialist | Jul 2014 (12y) | |
| David Lewis Archibald | Registered representative | Jan 2015 (12y) | ||
| Dwayne Whittle Asay | Registered representative | Dec 2018 (8y) | ||
| Gregory Osmond Hyde | Registered representative | CFP Personal Financial Specialist | Mar 2019 (7y) | |
| Wade K. Watkins | Registered representative | Mar 2022 (4y) | ||
| Camille Crystal Fox | Registered representative | CFP | Jun 2022 (4y) | |
| Kadin Gregory Bullock | Registered representative | CFP | Sep 2022 (4y) | |
| Matthew Thomas Hopkins | Registered representative | Sep 2025 (1y) | ||
| Phillip Scott Peine | Registered representative | Personal Financial Specialist | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Squire & Company, P.C. | Member | Mar 2007 | A | 75% or more |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Netdocuments Software, Inc. 401(k) Plan | Netdocuments Software, Inc. | 374 | $21.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.04 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $551M (94% 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 23, 2026.
View current Form ADV (SEC/IAPD) ↗