Spearhead Capital Advisors LLC

Spearhead Capital Advisors LLC is a registered FL Limited Liability Company that serves a small clientele of three companies with expertise from nine advisors. With a stable employee base of 14 individuals, this firm has been approved by the SEC as of October 21, 2016 after meeting all the necessary registration requirements.

• JARRETT TODD BOSTWICK

  GENERAL COUNSEL AND ELECTED MANAGER owns less than 5%

• MICHAEL THOMAS RASMUSSEN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• SPEARHEAD STRATEGIC PARTNERS, LLC

  OWNER owns 75% or more

• TIMOTHY PAUL TROUTMAN

  COO owns less than 5%

• TODD MATTHEW WALTERS

  CEO, CIO AND ELECTED MANAGER owns less than 5%

• ABSTRUM PARTNERS, LLC

  OWNER owns more than 25% but less than 50%

• COLLEEN SHAPIRO

  OWNER owns more than 50% but less than 75%

• FIELDSTONE II, LLC

  OWNER owns more than 25% but less than 50%

• GARY L SHAPIRO

  MANAGING MEMBER owns more than 50% but less than 75%

• NEW VERNON FINANCIAL, LLC

  OWNER owns more than 25% but less than 50%

• TRACEY ANNE WALTERS

  OWNER owns more than 50% but less than 75%

• SPEARHEAD CAPITAL, LLC
  United States

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• Investment Firm Spearhead Capital Advisors, LLC Q2 2022 vs. Q3 2022

• ISHARES TR CORE S&P SCP ETF $23,284k
• VANGUARD INDEX FDS MID CAP ETF $14,192k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $13,791k
• VANGUARD INDEX FDS MCAP GR IDXVIP $10,973k
• VANGUARD INDEX FDS SML CP GRW ETF $10,771k
• VANGUARD INDEX FDS MCAP VL IDXVIP $10,228k
• VANGUARD INDEX FDS SM CP VAL ETF $9,901k
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