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SP FUNDS

LAKE MARY, FL · CRD 340522 · IAPD ↗ · sp-funds.com · 425-409-9500

$10.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — SP FUNDS (LAKE MARY, FL) is newly SEC-registered with $10.2M RAUM and 1 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.