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Spurgeon Financial Group

SPURGEON FINANCIAL GROUP is a state-registered investment adviser in STOCKTON, CA. The firm manages approximately $38 million in regulatory assets.

Spurgeon Financial Group

SPURGEON FINANCIAL GROUP is a state-registered investment adviser in STOCKTON, CA. The firm manages approximately $38 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Charles Spurgeon

Principal

Frequently asked questions

Who makes investment decisions at the firm?

Charles Spurgeon is the only named principal associated with the firm in public records. Governance and investment committee structure are not publicly documented.

What is the firm's known AUM or investment pace?

Spurgeon Financial Group has not publicly disclosed assets under management or annual deployment figures. No recent regulatory filings or press reports provide a reliable AUM range.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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