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SPOTLIGHT ASSET GROUP

OAKBROOK TERRACE, IL · CRD 288076 · IAPD ↗ · 630-230-6840

$205.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2024 — SPOTLIGHT ASSET GROUP (OAKBROOK TERRACE, IL) left the SEC roster (was $205.1M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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