Gerald
Sparrow

Sparrow Capital Management Inc

CRD#1739231
Investment Advisor
in Saint Louis, MO

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About this Advisor

Gerald Sparrow is a financial advisor operating out of Saint Louis, Missouri who has 26 years of relevant experience. Sparrow currently works for Sparrow Capital Management Inc. During their career, Sparrow has held roles at Sparrow Capital Management and Buford Dickson Harper & Sparrow. Sparrow has a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Illinois, Missouri and Texas. Sparrow Capital Management Inc is a firm based out of Saint Louis, MO. It administers $179 million in assets under management across its 68 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 68 accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees depend on the financial services provided. Fee types billed by Sparrow Capital Management Inc most likely consist of some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

26 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

211 N. Broadway, Suite 2080
Saint Louis, MO 63102

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Sparrow Capital Management Inc Brokerage Details

Total Assets Under Management

$178,973,509

MO Average: $11,469,110,461
Total Number of Employees

2

MO Average: 458
Total Number of Accounts

68

MO Average: 33,415
Average Account Size

$2,631,963

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Gerald Sparrow Work History

Gerald has been registered as a financial advisor for 26 years.*

1988 - Present (36 years)

Sparrow Capital Management

2012 - 2013 (1 year)

Buford Dickson Harper & Sparrow

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gerald Sparrow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sparrow Capital Management Inc

Gerald Sparrow
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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