Spyglass Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,077,586
Clients
511
Advisors
3
of 3 employees
About
Spyglass Investment Management provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, charitable organizations, and small businesses. The SEC‑registered, fee‑only firm manages roughly $156 million in client assets across about 511 client relationships and does not accept commissions or sell financial products.
Portfolios are constructed with an asset‑allocation focus and may include no‑load mutual funds, equities, fixed income, ETFs, REITs, and municipal securities, with reviews at least quarterly and discretionary management when authorized. Spyglass may retain third‑party subadvisers and conducts due diligence on them — for example, it recommends Schwab Asset Management for Personalized Indexing and has recommended Wasmer Schroder municipal bond strategies for clients.
Compared with many peers, the firm’s explicit use of municipal securities and its engagement with municipal bond managers positions it to accommodate state or municipal government clients and other tax‑exempt entities. Spyglass also maintains a proxy policy under which it does not accept voting authority (clients receive proxy materials directly), imposes no account minimum, and occasionally offers limited hourly engagements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$100 per hour for limited scope projects.
Fee-only: Fee-only investment management; no commissions or finder’s fees accepted.
Main office
1205 South Third Street
Terre Haute IN 47802
Advisors at this office
3
Most active in
Florida · Illinois · Indiana
Also doing business as
Spyglass Investment Management · Spyglass Investment Management Corporation
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
John C
Series 63, Series 65, Series 66
Terre Haute, IN
Spyglass Investment Management
John Cristee is a financial advisor at Spyglass Investment Management with 25 years of industry experience. He has held his current position at Spyglass since 2000. Cristee holds the Series 63, Series 65, and Series 66 designations. Spyglass Investment Management provides personalized financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, with an investment approach focused on asset allocation using no-load mutual funds, equities, fixed income, ETFs, and municipal securities.
Jon B
Series 65
Terre Haute, IN
Spyglass Investment Management
Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.
Brock O
Series 65
Terre Haute, IN
Spyglass Investment Management
Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.
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