Spg Advisors Llc
- Regulatory AUM
- $535M
- Discretionary
- $535M
- Clients
- 692
- Avg AUM / client
- $774K
- Accounts
- 2,366
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 533 | $248M | 46.3% |
| High net worth individuals | 159 | $288M | 53.7% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Merrell Maas | Chief Investment Officer | CFP Chartered Financial Consultant CFA | Nov 2018 (8y) | Less than 5% |
| Lohman, Justin, Richard | Chief Compliance Officer/Chief Operating Officer | Dec 2019 (7y) | Less than 5% | |
| Lyons, David, T | Trustee | Apr 2022 (4y) | GP / trustee / elected manager of Spg Wealth Management Voting Trust (indirect) | |
| David Mark Stryzewski | Registered representative | Jul 2016 (10y) | ||
| Loren David Downs | Registered representative | Aug 2016 (10y) | ||
| Gretchen Elizabeth Curtis | Registered representative | Sep 2019 (7y) | ||
| Joseph Daniel Duncan | Registered representative | May 2020 (6y) | ||
| Tyler Hulet Lively | Registered representative | CFP | Jun 2023 (3y) | |
| Chad Brandon Bushon | Registered representative | CFP | May 2025 (1y) | |
| Nathan Stanley Mayer | Registered representative | Nov 2025 (1y) | ||
| Brandon Paul Accardo | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Spg Wealth Management Voting Trust | Trust | Apr 2022 | 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PROVIDER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $84.3M (25% of AUM) Oct 2023
- American Funds Distributors, Inc. $70.0K (0% of AUM) Nov 2021
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗