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SPEARHEAD ADMINISTRATIVE SERVICES, LLC

GREENVILLE, DE · CRD 319289 · IAPD ↗ · 855-615-5318

$3.83BRegulatory AUM
3Advisory reps
9Employees
0Clients
n/aPlanning clients
25Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — SPEARHEAD ADMINISTRATIVE SERVICES, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2026 — SPEARHEAD ADMINISTRATIVE SERVICES, LLC reported RAUM up 78% ($2.16B -> $3.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — SPEARHEAD ADMINISTRATIVE SERVICES, LLC reported RAUM up 77% ($1.22B -> $2.16B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — SPEARHEAD ADMINISTRATIVE SERVICES, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — SPEARHEAD ADMINISTRATIVE SERVICES, LLC crossed $1B in regulatory AUM ($566.6M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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