Sprincz Advisory Group, LLC

Sprincz Advisory Group provides investment advisory and financial planning primarily to individual clients, offering both discretionary and non‑discretionary portfolio management, financial planning, and referrals to third‑party money managers. The firm implements client programs using custodial platforms and model marketplaces, including Orion Portfolio Solutions and Altruist’s Model Marketplace, and participates in wrap and third‑party strategist arrangements when appropriate.

The firm combines fundamental and technical analysis to construct portfolios tailored to client objectives and time horizons, employing both long‑ and short‑term strategies and ongoing account monitoring. Some client programs disclosed in the brochure use an options overlay (the TwoFish Put Income strategy) that employs uncovered put options and therefore introduces derivative exposure and option‑specific risks into separately managed accounts.

The managing member also operates as a licensed insurance agent and offers insurance products as part of the advisory relationship, a dual role the brochure discloses as a potential conflict of interest. Sprincz’s routine use of third‑party managers, participation in model marketplaces, and fee‑sharing/referral arrangements are operational features the firm highlights and that distinguish it from many independent peers.