Spurstone Advisory Services, LLC
Spurstone Advisory Services, LLC is an SEC-registered investment adviser headquartered in Higganum, Connecticut. Founded in 2016 by Theodore de Groot and Timothy Golas, Spurstone provides wealth management and advisory services, primarily serving corporate executives, founders, entrepreneurs, and high-net-worth individuals. With a small team of around 3 employees, Spurstone offers bespoke planning and portfolio management focused on delivering long-term value and individualized financial solutions.
Investment Strategy
Spurstone employs a bespoke, long-term wealth management approach tailored to the needs of high-net-worth individuals, executives, and entrepreneurs. The firm focuses on personalized planning and portfolio construction, incorporating advanced tax mitigation strategies and client-specific modeling. Spurstone emphasizes building durable portfolios that align with each client's financial ambitions, combining active investment management with sophisticated tax and estate planning techniques.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc | 17.26% | $1.1M | 5,551 | $246.88 | $205.17 | -$12.8K |
H HCA | HCA Healthcare Inc | 6.88% | $453.6K | 1,184 | $383.10 | $383.10 | +$453.6K |
X XOM | Exxon Mobil Corp | 6.01% | $396.7K | 3,680 | $107.59 | $107.80 | -$7.4K |
R RTX | RTX Corp | 5.59% | $368.6K | 2,524 | $132.46 | $146.02 | +$34.2K |
U UPS | UTD PARCEL SERV | 5.57% | $367.6K | 3,642 | $116.42 | $100.94 | -$33.0K |