Spearhead Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,482,830
Clients
45
Advisors
4
of 4 employees
About
Spearhead Advisors serves individual and high-net-worth clients and provides discretionary portfolio management for separately managed accounts, along with consulting services to retirement plan sponsors. The firm also offers advice on held-away assets and includes limited financial planning as part of its investment management services at no additional fee.
The firm constructs individualized portfolios that rely primarily on fundamental analysis of public securities and are tailored to each client’s objectives, with clients able to impose reasonable investment restrictions. Portfolio reviews and rebalancing are performed periodically, on material account changes, or at client request, and the adviser generally manages accounts on a discretionary basis.
Compared with many peers, the firm has added an assets‑under‑advisement service and explicitly includes limited planning without a separate charge, and it provides retirement plan consulting that can be delivered as a 3(21) or 3(38) fiduciary service. It operates as a relatively small team with a modest client base, which may allow for more customized attention, and it generally treats trading decisions on an individual-account basis rather than routinely aggregating trades.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Performance-based fees charged only to qualified clients as per regulations; no specific rates provided.
Assets Under Advisement service at $500/quarter, fee may be waived or negotiated.
Account minimum: $500,000
Main office
23 Corporate Plaza, Suite 150
Newport Beach CA 92260
Advisors at this office
4
Most active in
California
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Patrick M
CFA®
Newport Beach, CA
Spearhead Advisors, LLC
Patrick Mc Cann is a CFA® charterholder with two years of industry experience. He is currently with Spearhead Advisors, LLC, where he has worked since 2024. Prior to that, he held roles at firms including 6 3 9, iTrust Capital, Happy Money, Kingfield, and Pimco. Outside of his advisory work, Mc Cann is the founder and consultant of Brightwork Consulting, which provides solar financial and construction consulting. Spearhead Advisors serves individual and high-net-worth clients with discretionary portfolio management and consulting services for retirement plan sponsors. The firm constructs tailored portfolios based on fundamental analysis, offers limited financial planning at no extra charge, and provides retirement plan fiduciary consulting through a small, focused team.
Samantha D
Series 65
Newport Beach, CA
Spearhead Advisors, LLC
Samantha Dalby is a financial advisor at Spearhead Advisors, LLC with a Series 65 credential and four years of industry experience. Her work history includes roles at Spearhead Investments, Essential Trust Financial, Coto Insurance, and DaVinci Financial. Spearhead Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, retirement plan consulting, and limited financial planning integrated with investment management. The firm constructs individualized portfolios based on fundamental analysis of public securities and offers clients flexibility to impose investment restrictions.
Nicholas P
Series 65
Newport Beach, CA
Spearhead Advisors, LLC
Nicholas Pardini is a financial advisor at Spearhead Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Elevate Wealth Advisors, Davos Investment Research, and Parallax Volatility Advisors. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored equity-focused portfolios along with retirement plan consulting and advisory services for held-away assets. The firm emphasizes fundamental security analysis and periodic portfolio reviews, implementing customized restrictions and using an independent custodian for trade execution and reporting.
David D
Series 63, Series 65
Newport Beach, CA
Spearhead Advisors, LLC
David Dardashti is a financial advisor at Spearhead Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Elevate Wealth Advisors, LLC and Mulholland Vista Capital Advisors, LLC. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, with services including retirement plan consulting and advisory work for held-away assets. The firm focuses on fundamentally driven, equity-focused portfolios tailored to each client and serves certain pension plan sponsors under ERISA arrangements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)