A complete list of active advisors currently associated with Speight Asset Management, LLC

Warmer can help you find a great advisor at Speight Asset Management, LLC or one who fits your needs even better.

Speight Asset Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and separate financial planning services primarily to individual and high-net-worth clients. Portfolios are constructed using a diversified asset-allocation approach and typically hold no-load or load-waived mutual funds and ETFs, with clients retaining legal ownership of securities. The firm emphasizes long-term holdings with periodic rebalancing, quarterly monitoring, and the possibility of including individual equities or bonds as appropriate; it also provides advice on legacy holdings and tax-sensitive transitions. Financial planning is delivered after in-depth interviews and document review, and the firm offers retirement educational seminars at no charge. Speight supplements its planning work by contracting with an independent advisor for financial-planning data gathering and software support while retaining responsibility for plan review and client presentation, and it uses Schwab’s institutional platform for custody, trading, and reporting. As of December 31, 2025, the firm reported approximately $89.25 million in discretionary assets across about 44 client relationships, resulting in a high assets-per-client ratio relative to many small advisory practices.

To learn more about the advisors currently working at Speight Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.