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SPYGLASS INVESTMENT MANAGEMENT

TERRE HAUTE, IN · CRD 122594 · IAPD ↗ · spyglassinvestmentmanagement.com · (812) 238-8484

$156.4MRegulatory AUM
3Advisory reps
3Employees
1Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — SPYGLASS INVESTMENT MANAGEMENT (TERRE HAUTE, IN) is newly SEC-registered with $140.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.