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CANNELL & SPEARS LLC

NEW YORK, NY · CRD 142633 · IAPD ↗ · 212-752-5255

$6.99BRegulatory AUM
17Advisory reps
40Employees
2Clients
0Planning clients
2Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — CANNELL & SPEARS LLC notice-filed in LA, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — CANNELL & SPEARS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
February 2025 — CANNELL & SPEARS LLC changed its website from thebeehivefund.com to cannellspears.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
February 2025 — CANNELL & SPEARS LLC notice-filed in OH, OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
October 2024 — CANNELL & SPEARS LLC now reports 2 private fund(s) ($10.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
55
February 2024 — CANNELL & SPEARS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2024 — CANNELL & SPEARS LLC notice-filed in AZ, CO, DC, DE, GA, ID, IL, MD, ME, MN, NC, NM, PA, RI, TN, TX, VA, VT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — SPEARS ABACUS ADVISORS LLC is now doing business as CANNELL & SPEARS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
February 2024 — CANNELL & SPEARS LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
February 2024 — CANNELL & SPEARS LLC reported RAUM up 250% ($1.67B -> $5.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
February 2024 — CANNELL & SPEARS LLC grew from 9 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
February 2024 — CANNELL & SPEARS LLC filed an Item 4A succession naming CANNELL & CO. (CRD 106326) — one firm absorbed the other.
Firm filed an Item 4A succession naming another adviser: a merger or acquisition between the two (the filing does not say which way the money went). Integration projects follow.
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP

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