Spearhead Capital Advisors, LLC

Spearhead Capital Advisors, LLC (CRD# 161131) is a financial advisory firm headquartered in Wellington, FL. They manage $493,838,097 in 16 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    494
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $30,864,881
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, PA

Financial Advisors at Spearhead Capital Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
David C. Reynolds
CRD#: 5169938
12012 South Shore Blvd, Suite #112, Wellington, FL 33414
96
Wealthminder
score

David Reynolds (CRD# 5169938) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has over 8 years of experience in the finance industry. David Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joshua W. Coleman
CRD#: 5199629
12012 South Shore Blvd, Suite #112, Wellington, FL 33414
93
Wealthminder
score

Joshua Coleman (CRD# 5199629) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has over 11 years of experience in the finance industry.

3
Gary L. Kay
CRD#: 2243572
12012 South Shore Blvd, Suite #112, Wellington, FL 33414
93
Wealthminder
score

Gary Kay (CRD# 2243572) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has over 16 years of experience in the finance industry.

4
Christopher A. Shepherd
CRD#: 4706107
South Hamilton, MA
93
Wealthminder
score

Christopher Shepherd (CRD# 4706107) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in South Hamilton, MA and has over 14 years of experience in the finance industry.

5
Todd M. Walters
CRD#: 4823763
12012 South Shore Blvd, Suite #112, Wellington, FL 33414
93
Wealthminder
score

Todd Walters (CRD# 4823763) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has over 13 years of experience in the finance industry.

6
Jarrett T. Bostwick
CRD#: 4651736
12012 South Shore Blvd, Suite #112, Wellington, FL 33414
90
Wealthminder
score

Jarrett Bostwick (CRD# 4651736) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has over 5 years of experience in the finance industry.

7
Corey Tiller
CRD#: 6841132
12012 South Shore Blvd, Suite #112, Wellington, FL 33414
90
Wealthminder
score

Corey Tiller (CRD# 6841132) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has 1 year of experience in the finance industry.

8
Michael T. Rasmussen
CRD#: 6874332
12012 South Shore Blvd, Suite #112, Wellington, FL 33414
87
Wealthminder
score

Michael Rasmussen (CRD# 6874332) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has 1 year of experience in the finance industry.

9
Scott A. Sandstrom
CRD#: 5414857
12012 South Shore Blvd, Suite #112, Wellington, FL 33414
73
Wealthminder
score

Scott Sandstrom (CRD# 5414857) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has over 10 years of experience in the finance industry.

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