Richard
Mcelreath

Spring Capital Management

CRD#3034037
Investment Advisor
in Amarillo, TX

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About this Advisor

Richard Mcelreath is a financial advisor based in Amarillo, Texas, working with Spring Capital Management. Richard has previously held positions at Argentus Advisors, Purshe Kaplan Sterling Investments, and Spring Capital Management, L.L.C. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Richard is part of Spring Capital Management, which operates out of Amarillo, Texas. The firm has 2 offices and 2 employees. The firm manages assets totaling $157.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Spring Capital Management includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

600 S. Tyler Suite 1515
Amarillo, TX 79101

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Spring Capital Management Brokerage Details

Total Assets Under Management

$157,005,050

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

261

TX Average: 2,315
Average Account Size

$601,552

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Richard Mcelreath Work History

2016 - Present (8 years)

Spring Capital Management, L.L.C

2014 - Present (10 years)

Purshe Kaplan Sterling Investments

2008 - 2017 (9 years)

Argentus Advisors

Disclosures

Please visit the SEC profile of Richard Mcelreath 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 Spring Capital Management

Robert Rathbun
Amarillo, TX
Richard Mcelreath
Amarillo, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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