Spyglass Investment Management

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Client assets under management

$146,077,586

Clients

511

17% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

170

Very High

Average account size

$285,866

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

Financial planning Portfolio management Pension consulting Selection of other advisers General consultation services

Expertise

College savings (529s, UTMA, etc.) General retirement planning

Fee options

Percentage

$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%

Project-based

$100 per hour for limited scope projects.

Other

Fee-only: Fee-only investment management; no commissions or finder’s fees accepted.

Main office location

Spyglass Investment Management

1205 South 3 Rd St

Terre Haute IN 47802, United States

Number of offices

Most active in

Florida · Illinois · Indiana

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (812) 238-8484

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.

College savings (529s, UTMA, etc.) General retirement planning

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.

College savings (529s, UTMA, etc.) General retirement planning

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.

College savings (529s, UTMA, etc.) General retirement planning

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