Spectrum Management Group Inc

Spectrum Management Group, LLC, is a professional advisory firm based in Indiana, with a team of 9 employees, 6 of whom serve in advisory roles. The firm has 4 clients and is fully registered with the SEC, with an approved status since August 2010.

• CARSON GROUP HOLDINGS, LLC

  DIRECT OWNER owns more than 25% but less than 50%

• LESLIE DIANE THOMPSON

  MANAGING PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY, SHAREHOLDER owns more than 25% but less than 50%

• ROBERT CLETUS PHILLIPS

  MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER, PRESIDENT, SHAREHOLDER owns more than 50% but less than 75%

• RONALD LLOYD CARSON

  PRINCIPAL owns more than 50% but less than 75%

• Bedel Financial Consulting Inc
• Robovise LLC
• Trust & Investment Advisors Inc
• Quantum Financial Services Inc
• Goelzer Investment Management Inc
• Salzinger Sheaff Brock LLC
• Deerfield Financial Advisors Inc
• Noyes Advisors LLC
• Holistic Financial Partners LLC
• Baxter Capital Management Inc

• Spectrum Management Group, LLC Q2 2022 vs Q3 2022: A Deep Dive into 13F Holdings

• SPDR S&P 500 ETF TR TR UNIT $77,209k
• SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $67,458k
• SELECT SECTOR SPDR $18,358k
• SELECT SECTOR SPDR $14,353k
• SELECT SECTOR SPDR TR SBI INT-UTILS $14,100k
• FIDELITY $13,349k
• MICROSOFT CORP $6,781k
• Apple Inc $6,306k
• CISCO SYSTEMS INC $5,290k
• Boeing Co/The $5,268k