Spring Capital Management

Robert Rathbun is a financial advisor at Spring Capital Management with 44 years of industry experience. He holds a Series 63 designation and has held roles at Purshe Kaplan Sterling Investments and Argentus Advisors prior to joining Spring Capital in 2017. Rathbun is also a licensed insurance agent specializing in fixed insurance and annuities and serves on the advisory board for WTAMU College of Fine Arts and Humanities. Spring Capital Management provides discretionary investment management to individuals, high-net-worth clients, businesses, trusts, and estates primarily through its proprietary Spring Capital ADEPT wrap-fee program and referrals to third-party money managers. The firm manages approximately $223 million in assets for about 132 clients with a two-adviser team.

Richard Mcelreath is a financial advisor at Spring Capital Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Spring Capital Management since 2016, following ten years at Purshe Kaplan Sterling Investments and nine years at Argentus Advisors. Outside of his advisory role, Mcelreath serves as an investment committee member for Arvest Asset Management and manages operations for RJAE, LLC, a holding company unrelated to investment services. Spring Capital Management provides discretionary investment management to individuals, high-net-worth clients, businesses, trusts, and estates, primarily through its proprietary ADEPT wrap-fee program and referrals to third-party money managers. The firm manages over $200 million in assets with a two-adviser team and emphasizes portfolio oversight, regular reviews, and the use of outside money managers when appropriate.