# Spurgeon Financial Group

Spurgeon Financial Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/spurgeon-financial-group

## Regulatory record

- **CRD number:** 138174
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138174

## About

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.

## People

- Charles Spurgeon — Principal

## 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.

## Related profiles

- [John H. Liles, CFP](https://altss.com/profile/john-h-liles-cfp)
- [Maltese Capital Management](https://altss.com/profile/maltese-capital-management-llc)

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Last updated: 2026-07-06T01:24:25.865Z

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