Advisor at Spring Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spring Capital Management
Location
Amarillo, TX 79101
Credentials
Series 63
Industry experience
44 years
Third party money managers charge 0.35%-0.7%; Mr. Rathbun charges 0.3%-1.1% (negotiable), total not to exceed 1.8%.
600 S. Tyler, Suite 1515
Amarillo, TX 79101
Texas
Spring Capital Management
2017 - Present (9 years)
Purshe Kaplan Sterling Investments
2014 - Present (12 years)
Argentus Advisors
2010 - 2017 (7 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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