Spring City Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,990,000
Total clients
40
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$399,750
About
Spring City Partners provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm also offers as-needed consultations and delivers participant education and plan‑sponsor support under ERISA §3(21) consulting engagements.
The firm follows a long‑term, value‑oriented investment approach that emphasizes fundamental analysis supplemented by proprietary alternative data sets. Portfolios are typically concentrated and constructed for absolute return, and the firm may employ margin, options strategies, and special‑situation holdings when appropriate for a client’s risk profile.
With roughly $16 million in assets under management across about 40 client relationships, Spring City Partners’ use of proprietary alternative data, concentrated value positions, and active use of margin and options is notable relative to many peers of similar size. The firm also provides sub‑advisory and consulting services to other advisers and discloses the principal’s separate, non‑advisory tax‑preparation and bookkeeping activity.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Options & derivatives strategies
Real estate investing
Occupation focus
Executive
Fee options
Financial planning fixed fee ranges from $1,000 to $5,000
Main office location
Spring City Partners, LLC
Paoli PA, United States
Number of offices
1
Most active in
Spring City Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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