Asset manager · Greenville, DE
Spearhead Administrative Services, LLC
SEC-registered investment adviser · CRD 319289 · SEC 801-123610
At a glance
Spearhead Administrative Services, LLC is an SEC-registered investment adviser based in Greenville, Delaware, with $3.8 billion in regulatory assets under management as of its Form ADV filed August 28, 2026. Its largest client group by assets is insurance companies. By Form ADV it is a asset manager, ranked 794th of 3,218 asset managers and 2,474th of 17,210 SEC-registered advisers by assets.
Main office 855-615-5318spearheadadmin.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.8B
- Rank among asset managers
- #794 of 3,218
- Rank among all SEC RIAs
- #2,474 of 17,210
- Rank in Delaware
- #7 of 39
- Clients
- 28
- Accounts
- 813
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 3
- Offices
- 4
Owners and executives on its Form ADV
Custody and brokerage
Broker-dealer
Hybrid RIA
Spearhead Administrative Services, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names The Leaders Group and Simplicity Investments as the broker-dealer its advisers are registered with.
m are licensed as insurance agents and are registered representatives with The Leaders Group, Inc. d/b/a Simplicity Investments, a securities broker-dealer and a member of the Financial Industry Regulatory Authority ("FINRA") and the Secur
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 6 | $2.2B | 58% |
| Pooled investment vehicles | 22 | $1.6B | 42% |
Private funds
Spearhead Administrative Services, LLC reports 25 private funds with $1.7B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Spearhead Administrative Services, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗spearheadadmin.com ↗
AtlasMembers
The full record on Spearhead Administrative Services, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 754 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Spearhead Administrative Services, LLC manage?
Spearhead Administrative Services, LLC reports $3.8 billion in regulatory assets under management across 813 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 28, 2026.
What kind of firm is Spearhead Administrative Services, LLC?
Spearhead Administrative Services, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Spearhead Administrative Services, LLC’s clients?
By assets, its largest client types are insurance companies ($2.2 billion, 6 clients); pooled investment vehicles ($1.6 billion, 22 clients).
Does Spearhead Administrative Services, LLC manage private funds?
Yes. It reports 25 private funds with $1.7 billion in gross assets, including hedge funds.
Does Spearhead Administrative Services, LLC have any disciplinary history?
Spearhead Administrative Services, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Spearhead Administrative Services, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →