Spring Capital Management, Llc
- Regulatory AUM
- $223M
- Discretionary
- $223M
- Clients
- 139
- Avg AUM / client
- $1.6M
- Accounts
- 316
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 54 | $1.1M | 0.51% |
| High net worth individuals | 78 | $199M | 89.1% |
| Charitable organizations | Fewer than 5 clients | $3.9M | 1.77% |
| Corporations and other businesses | 7 | $19.3M | 8.66% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mc Elreath, Jennifer | Secretary | Aug 2008 (18y) | 5% – 10% | |
| Richard Earl Mcelreath | President, Director And Cco | Aug 2008 (18y) | 75% or more | |
| Robert Paul Rathbun | Registered representative | Feb 2017 (9y) |
Undisclosed: 0% – 20% 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) | 02/24/2026 | 947 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $223M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗