Spurstone Advisory Services, Llc
- Regulatory AUM
- $192M
- Discretionary
- $192M
- Clients
- 163
- Avg AUM / client
- $1.2M
- Accounts
- 502
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $34.2M | 17.8% |
| High net worth individuals | 58 | $154M | 80.2% |
| Charitable organizations | 1 | $78.9K | 0.04% |
| Corporations and other businesses | 3 | $3.7M | 1.93% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Theodore Martin Degroot | Managing Member | May 2016 (10y) | 50% – 75% | |
| Timothy R Golas | Managing Member And Cco | Aug 2016 (10y) | 50% – 75% | |
| James Frank Lagace | Registered representative | Nov 2025 (1y) |
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) | 03/16/2026 | 981 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Sei Investments Distribution Co. $155M (81% of AUM) Mar 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: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗