| Name | Title | Ownership | Since |
|---|---|---|---|
| David R Faulkner | Shareholder | 25-50% | 2021 |
| Jon Michael Reppert Control | President | 50-75% | 1996 |
| Zachary Jonathan Norris | Chief Compliance Officer | Under 5% | 2025 |
Spectrum Advisors, Inc. reports $149 million in regulatory assets under management on its Form ADV.
Spectrum Advisors, Inc. reports 9 employees.
Spectrum Advisors, Inc. is based in Plano, TX and has been SEC-registered since 2022.
Spectrum Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2805 Dallas Parkway, Ste 200, Plano, TX 75093 |
| Phone | 972-931-3700 |
| Fax | 972-931-9023 |
| Office hours | 9:00-5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $149M |
| Non-discretionary | $0 |
| Total (RAUM) | $149M |