DBA: SPURSTONE
| Total AUM | $192.1M |
| Discretionary | $192.1M100% of AUM |
| Client Accounts | 502 |
| Avg Account Size | $383K |
| Employees | 5 |
| Peak AUM | $192.1MMar 2026 |
| AUM CAGR | +24.0% /yrover 3 yrs · 10 filings |
Total AUM
$192M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $192M | +23.6% | +24.0% | — | |
| Discretionary AUM | $192M | ||||
| Total AUM | $192.1M |
| Discretionary | $192.1M |
| Employees | 5 |
| Client Accounts | 502 |
| Client Range | 101-250 |
Address
12 SCOVIL RD
HIGGANUM CT 06441
Phone
860-264-1111
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$192M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +23.6% |
| +24.0% |
| — |
| Total Accounts | 502 | +13.3% | +9.2% | — |
| Avg Account Size | $382,699.839 | +9.1% | +13.5% | — |
| Employees | 5 | +66.7% | +18.6% | — |
| AUM / Employee | $38M | 25.8% | +4.6% | — |
Client AUM Segments | |||||
| Wealth AUM | $188M | +23.8% | +23.5% | — | |
| Institutional AUM | $4M | +15.7% | +63.8% | — | |
Client Count Segments | |||||
| HNW Clients | 101 | 1.0% | +3.5% | — | |
| Institutional | 4 | 20.0% | 7.2% | — | |
| Individuals | 58 | +23.4% | +19.5% | — | |