Spear Advisors LLC
SEC RegisteredThoughtful investing. For long-term thinkers.
About the firm
Spear is a fundamental asset manager focused on industrial technology. Their funds and research help investors do more than passively track the broader market by examining a company's value chain to find changes that could offer overlooked opportunities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Exchange Traded Funds (ETFs), Separately Managed Accounts (SMAs), and Special Purpose Vehicles (SPVs).
Who they serve
People who care about where their investments go and are looking to position themselves for success in evolving markets.
Leadership
Office locations
Regulatory & compliance
Data as of September 30, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Spear Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched