Spreng Capital Management

Spreng Capital Management

Jim Spreng founded Spreng Capital Management in Bucyrus, Ohio, in 1999 after departing a national brokerage firm. The firm operates as a registered investment adviser under the Investment Advisers Act of 1940 and takes on no commissions or product sales. It manages capital for individuals, corporate profit-sharing plans, foundations, endowments, and businesses across 25 US states. The firm builds portfolios from high-quality individual equities, investment-grade bonds, exchange-traded funds, and mutual funds. Its stated goal is to preserve client capital from permanent loss, not to outperform indices. Spreng Capital manages for long-term growth with a tax-efficient posture, diversifying within and across asset classes while keeping transaction costs low. Clients are concentrated in the United States. A four-person team runs the firm. Jim Spreng serves as CEO, concentrating on national and international economic conditions and firm culture. Tom Brown, a CPA who joined in 2010, acts as Vice President and Treasurer while operating his own onsite accounting practice. Anne Cole joined in 2023 as Secretary and Co-Chief Compliance Officer after 26 years in banking. The firm discloses no external vehicles, club memberships, or philanthropic foundations. Spreng Capital's structure combines investment management with embedded tax-preparation capability, a model rare among RIAs of its size. Brown's concurrent accounting firm gives the advisory team real-time line of sight into clients' after-tax positions, which the firm leverages to pursue maximum after-tax returns.