Spreng Capital

Spreng Capital is an accountant and registered investment advisory firm in Bucyrus, Ohio. Founded in 1999 by James A. Spreng and his wife, Valerie, the firm operates under the Investment Advisers Act of 1940 and serves clients in 25 states. Its client base includes individuals, corporate profit-sharing plans, foundations, endowments and businesses. Services include investments, estate planning, retirement planning and education planning. Spreng Capital is a fee-only manager: it receives no commissions and does not sell financial products or services. It holds a rating of 5.00 from the customers who have reviewed it.

The firm builds portfolios from high-quality individual equities and bonds, investment grade individual bonds, Exchange Traded Funds and mutual funds. Its stated goal is to preserve clients' capital from permanent loss, taking the minimum risk necessary to meet each client's objectives, diversifying among and within asset classes, keeping transaction and other costs low, and managing capital in a tax-efficient way for long-term growth. It keeps clients informed of news, updates and notices affecting their investments through a quarterly newsletter. Estate planning is offered as objective advice to work through with a client's attorney or estate planner, and the firm does not sell insurance products.

Jim Spreng serves as founder and Chief Executive Officer, focusing on national and international economic issues and the growth and culture of the firm. He has served on numerous national, state and local Boards of Directors, often as Chairman or President, and is a graduate of Cornell University with a degree in Economics and Finance. Tom Brown is Vice President and Treasurer and has been a partner since joining the firm in 2010; he is a CPA with his own accounting firm on site.

The office sits on South Sandusky Avenue, about a tenth of a mile from Washington Square and Schines Art Park, and the same distance from the Bucyrus Commercial Historical District. East Mansfield Street is roughly a tenth of a mile away.

The firm's 5.00 rating reflects the confidence of the clients who have reviewed it, and Spreng Capital notes that referrals from existing clients are a signal of its success. For Bucyrus clients seeking investment management, estate planning or retirement planning, Spreng Capital pairs a fee-only structure with a founder who has guided the firm since 1999.