Sprinkle Financial Consultants LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth individuals, trusts, and charitable organizations. The firm manages approximately $926 million in client assets and also assists clients with selecting and monitoring independent investment managers and developing written investment policy statements.
Portfolios are constructed using fundamental security analysis and tailored to each client’s objectives, risk tolerance, and time horizon, with account supervision conducted on a discretionary basis and reviews generally performed quarterly. Investment strategies noted in the brochure include long‑ and short‑term purchases, allocations to outside managers, and the use of margin/borrowing in managed accounts when appropriate.
The firm is distinctive for its relatively high assets‑per‑advisor ratio—managing nearly $1 billion with a small advising team—and for its ownership affiliation with a certified public accounting practice, which provides an internal source of accounting and tax expertise and a formal referral pathway for accounting services. It also maintains a $1 million advisory account minimum and documents limited custodial arrangements (such as trustee/check‑signing authority) under written authorizations subject to surprise-examination procedures.
Client services
Expertise
Fee options
Fixed fees generally range from $2,500 to $50,000 depending on service
$0+: 1.50% +: down to 0.225%
Up to $750 per hour depending on professional and scope of work
Account minimum: $1,000,000 Fee-only: Annual investment management fee based on assets under management, graduated from 1.50% to 0.225%; Fixed fees generally range from $2,500 to $50,000; Hourly rates up to $750 per hour
Main office
1520 West Canal Court, Suite 220
Littleton CO 80120
Advisors at this office
3
Most active in
Arizona · California · Colorado · Nebraska · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sean S
PFS™, Series 65
Littleton, CO
Sprinkle Financial Consultants LLC
Sean Sprinkle is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding the PFS™ designation and Series 65 license. He has 27 years of industry experience and has been with Sprinkle Financial Consultants and its affiliated firm, Sprinkle & Associates LLC, since 1995. Outside of his advisory role, he manages Trinity Resources LLC, an oil and gas extraction business, where he handles accounting, tax compliance, and evaluates potential investments. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.
Scott S
CFP®, PFS™
Littleton, CO
Sprinkle Financial Consultants LLC
Scott Sprinkle is a CFP® and PFS™ with 27 years of experience in financial advisory services. He has worked at Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a manager of Trinity Resources LLC, which evaluates investments in oil and gas extraction interests, and is a member of the investment committee for the Colorado Society of CPAs. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies, managing approximately $870 million in assets with a team of four advisors.
Stanley S
Littleton, CO
Sprinkle Financial Consultants LLC
Stanley Sprinkle Jr. is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding 27 years of industry experience. He has been with Sprinkle Financial Consultants LLC and its affiliated firm Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a board member, vice president, and treasurer of the Anaconda Condominium Association and as director and president of the Copper Springs Lodge homeowners association. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.
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