Spyglass Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$156,419,092
Total clients
511
17% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
170
Average account size
$306,104
About
Spyglass Investment Management provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, charitable organizations, and small businesses. The SEC‑registered, fee‑only firm manages roughly $156 million in client assets across about 511 client relationships and does not accept commissions or sell financial products.
Portfolios are constructed with an asset‑allocation focus and may include no‑load mutual funds, equities, fixed income, ETFs, REITs, and municipal securities, with reviews at least quarterly and discretionary management when authorized. Spyglass may retain third‑party subadvisers and conducts due diligence on them — for example, it recommends Schwab Asset Management for Personalized Indexing and has recommended Wasmer Schroder municipal bond strategies for clients.
Compared with many peers, the firm’s explicit use of municipal securities and its engagement with municipal bond managers positions it to accommodate state or municipal government clients and other tax‑exempt entities. Spyglass also maintains a proxy policy under which it does not accept voting authority (clients receive proxy materials directly), imposes no account minimum, and occasionally offers limited hourly engagements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$100 per hour for limited scope projects.
Fee-only: Fee-only investment management; no commissions or finder’s fees accepted.
Main office location
Spyglass Investment Management
1205 South 3 Rd St
Terre Haute IN 47802, United States
Number of offices
1
Most active in
Florida · Illinois · Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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