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SPURSTONE

HIGGANUM, CT · CRD 284158 · IAPD ↗ · 860-264-1111

$192.1MRegulatory AUM
2Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — SPURSTONE notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — SPURSTONE reported RAUM up 26% ($123.6M -> $155.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
November 2024 — SPURSTONE notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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