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Sprinkle Financial Consultants LLC

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Client assets under management

$915,982,114

Clients

242

67% high-net worth

Advisors

2

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

More info

Clients per advisor

121

Very High

Average account size

$3,785,050

About

Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth individuals, trusts, and charitable organizations. The firm manages approximately $926 million in client assets and also assists clients with selecting and monitoring independent investment managers and developing written investment policy statements.

Portfolios are constructed using fundamental security analysis and tailored to each client’s objectives, risk tolerance, and time horizon, with account supervision conducted on a discretionary basis and reviews generally performed quarterly. Investment strategies noted in the brochure include long‑ and short‑term purchases, allocations to outside managers, and the use of margin/borrowing in managed accounts when appropriate.

The firm is distinctive for its relatively high assets‑per‑advisor ratio—managing nearly $1 billion with a small advising team—and for its ownership affiliation with a certified public accounting practice, which provides an internal source of accounting and tax expertise and a formal referral pathway for accounting services. It also maintains a $1 million advisory account minimum and documents limited custodial arrangements (such as trustee/check‑signing authority) under written authorizations subject to surprise-examination procedures.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Charitable giving & philanthropy

Fee options

Fixed

Fixed fees generally range from $2,500 to $50,000 depending on service

Percentage

$0+: 1.50% +: down to 0.225%

Project-based

Up to $750 per hour depending on professional and scope of work

Other

Account minimum: $1,000,000 Fee-only: Annual investment management fee based on assets under management, graduated from 1.50% to 0.225%; Fixed fees generally range from $2,500 to $50,000; Hourly rates up to $750 per hour

Main office location

Sprinkle Financial Consultants LLC

1520 West Canal Court, Suite 220

Littleton CO 80120, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · Nebraska · Oklahoma · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

(303) 297-2185

Advisors at this firm

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user avatar

Sean S

PFS™, Series 65

Littleton, CO

Sprinkle Financial Consultants LLC

Sean Sprinkle is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding the PFS™ designation and Series 65 license. He has 27 years of industry experience and has been with Sprinkle Financial Consultants and its affiliated firm, Sprinkle & Associates LLC, since 1995. Outside of his advisory role, he manages Trinity Resources LLC, an oil and gas extraction business, where he handles accounting, tax compliance, and evaluates potential investments. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Wealth management Charitable giving & philanthropy
user avatar

Scott S

CFP®, PFS™

Littleton, CO

Sprinkle Financial Consultants LLC

Scott Sprinkle is a CFP® and PFS™ with 27 years of experience in financial advisory services. He has worked at Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a manager of Trinity Resources LLC, which evaluates investments in oil and gas extraction interests, and is a member of the investment committee for the Colorado Society of CPAs. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies, managing approximately $870 million in assets with a team of four advisors.

Wealth management Charitable giving & philanthropy
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