A complete list of active advisors currently associated with Speiro Investments, LLC
Warmer can help you find a great advisor at Speiro Investments, LLC or one who fits your needs even better.
Speiro Investments LLC is an independent, single-advisor investment adviser managing roughly $42.0 million across 37 client relationships. The firm provides ongoing investment supervisory services for individuals and high-net-worth clients and also lists charitable organizations and plan sponsors (defined contribution and defined benefit) among its client types. The firm constructs a written Investment Policy Statement for each client, uses both fundamental and technical analysis, and pursues long‑term and short‑term trading in conventional securities (mutual funds, equities, bonds, ETFs, REITs, and government securities). Fees are primarily charged as a percentage of assets under management and the adviser typically operates with discretionary authority; as of 12/31/2025 it reported about $29.9 million in discretionary and $12.1 million in non‑discretionary assets. Compared with many small independent advisers, Speiro explicitly targets institutional-type assignments by offering pension consulting and ERISA‑focused services—such as participant education, assistance selecting and monitoring ERISA section 3(38) managers, platform and administrator oversight, and annual sponsor meetings. The firm also maintains referral/affiliate relationships with third‑party 3(38) managers (e.g., Prudent Investor Advisors and Dimensional SmartNest) for plan management while stating it does not receive compensation from those managers.
To learn more about the advisors currently working at Speiro Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lakeside, CA
| 19
|
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