SPECTRUM INVESTMENT ADVISORS, INC.
CRD #108669 SEC #801-56966 MEQUON, WI 262-238-4010
SEC Registered
Total AUM
$849.7M
Discretionary
$842.4M
Employees
24
Clients
25
Accounts
1,026
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $849.7M | $842.4M | $7.2M | 24 | 109 |
| Mar 2025 | $849.7M | $842.4M | $7.2M | 24 | 109 |
| Mar 2024 | $724.8M | $719.4M | $5.4M | 22 | 104 |
| Sep 2023 | $590.3M | $586.1M | $4.2M | 22 | 112 |
| Mar 2023 | $590.3M | $586.1M | $4.2M | 22 | 112 |
| Nov 2022 | $667.5M | $656.5M | $11M | 23 | 119 |
| Aug 2022 | $667.5M | $656.5M | $11M | 23 | 119 |
| Mar 2022 | $667.5M | $656.5M | $11M | 23 | 119 |
| Mar 2021 | $461.2M | $456M | $5.3M | 24 | 117 |
| Jun 2020 | $363.5M | $359M | $4.6M | 24 | 115 |
| Mar 2020 | $363.5M | $359M | $4.6M | 24 | 115 |
| Sep 2019 | $268.8M | $268.5M | $293.1K | 24 | 125 |
| Mar 2019 | $268.8M | $268.5M | $293.1K | 24 | 125 |
| Mar 2018 | $165M | $164.5M | $465.4K | 22 | 120 |
| Jul 2017 | $135M | $134.8M | $245K | 21 | 200 |
| Apr 2017 | $135M | $134.8M | $245K | 21 | 200 |
| Mar 2017 | $135M | $134.8M | $245K | 21 | 200 |
| Mar 2016 | $92.6M | $92.6M | $0 | 17 | 200 |
| Oct 2015 | $89.9M | $86.1M | $3.8M | 17 | 200 |
| Mar 2015 | $89.9M | $86.1M | $3.8M | 17 | 200 |
| Feb 2014 | $68M | $64.8M | $3.2M | 15 | 200 |
| Nov 2013 | $45M | $43.3M | $1.7M | 14 | 200 |
| Mar 2013 | $45M | $43.3M | $1.7M | 14 | 200 |
| Jul 2012 | $36.2M | $34.7M | $1.5M | 6 | 200 |
| Mar 2012 | $36.2M | $34.7M | $1.5M | 6 | 200 |
| Aug 2011 | $14.7M | $12.1M | $2.6M | 10 | -- |
| Jul 2011 | $26.7M | $24.6M | $2.1M | 10 | -- |
| Mar 2011 | $26.7M | $24.6M | $2.1M | 10 | -- |
| Jan 2011 | $14.7M | $12.1M | $2.6M | 10 | -- |
| May 2009 | $7.4M | $4.2M | $3.2M | 10 | -- |
| Mar 2009 | $7.4M | $4.2M | $3.2M | 10 | -- |
| Feb 2008 | $9.1M | $0 | $9.1M | 10 | -- |
| Sep 2007 | $7.8M | $0 | $7.8M | 10 | -- |
| Feb 2007 | $7.8M | $0 | $7.8M | 10 | -- |
| Mar 2006 | $7.3M | $0 | $7.3M | 10 | -- |
| May 2004 | $210.8M | $0 | $210.8M | 5 | -- |
| Apr 2004 | $210.8M | $0 | $210.8M | 5 | -- |
DateMar 2025
Total AUM$849.7M
Discretionary$842.4M
Non-Disc.$7.2M
Employees24
Clients109
DateMar 2025
Total AUM$849.7M
Discretionary$842.4M
Non-Disc.$7.2M
Employees24
Clients109
DateMar 2024
Total AUM$724.8M
Discretionary$719.4M
Non-Disc.$5.4M
Employees22
Clients104
DateSep 2023
Total AUM$590.3M
Discretionary$586.1M
Non-Disc.$4.2M
Employees22
Clients112
DateMar 2023
Total AUM$590.3M
Discretionary$586.1M
Non-Disc.$4.2M
Employees22
Clients112
DateNov 2022
Total AUM$667.5M
Discretionary$656.5M
Non-Disc.$11M
Employees23
Clients119
DateAug 2022
Total AUM$667.5M
Discretionary$656.5M
Non-Disc.$11M
Employees23
Clients119
DateMar 2022
Total AUM$667.5M
Discretionary$656.5M
Non-Disc.$11M
Employees23
Clients119
DateMar 2021
Total AUM$461.2M
Discretionary$456M
Non-Disc.$5.3M
Employees24
Clients117
DateJun 2020
Total AUM$363.5M
Discretionary$359M
Non-Disc.$4.6M
Employees24
Clients115
DateMar 2020
Total AUM$363.5M
Discretionary$359M
Non-Disc.$4.6M
Employees24
Clients115
DateSep 2019
Total AUM$268.8M
Discretionary$268.5M
Non-Disc.$293.1K
Employees24
Clients125
DateMar 2019
Total AUM$268.8M
Discretionary$268.5M
Non-Disc.$293.1K
Employees24
Clients125
DateMar 2018
Total AUM$165M
Discretionary$164.5M
Non-Disc.$465.4K
Employees22
Clients120
DateJul 2017
Total AUM$135M
Discretionary$134.8M
Non-Disc.$245K
Employees21
Clients200
DateApr 2017
Total AUM$135M
Discretionary$134.8M
Non-Disc.$245K
Employees21
Clients200
DateMar 2017
Total AUM$135M
Discretionary$134.8M
Non-Disc.$245K
Employees21
Clients200
DateMar 2016
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees17
Clients200
DateOct 2015
Total AUM$89.9M
Discretionary$86.1M
Non-Disc.$3.8M
Employees17
Clients200
DateMar 2015
Total AUM$89.9M
Discretionary$86.1M
Non-Disc.$3.8M
Employees17
Clients200
DateFeb 2014
Total AUM$68M
Discretionary$64.8M
Non-Disc.$3.2M
Employees15
Clients200
DateNov 2013
Total AUM$45M
Discretionary$43.3M
Non-Disc.$1.7M
Employees14
Clients200
DateMar 2013
Total AUM$45M
Discretionary$43.3M
Non-Disc.$1.7M
Employees14
Clients200
DateJul 2012
Total AUM$36.2M
Discretionary$34.7M
Non-Disc.$1.5M
Employees6
Clients200
DateMar 2012
Total AUM$36.2M
Discretionary$34.7M
Non-Disc.$1.5M
Employees6
Clients200
DateAug 2011
Total AUM$14.7M
Discretionary$12.1M
Non-Disc.$2.6M
Employees10
Clients--
DateJul 2011
Total AUM$26.7M
Discretionary$24.6M
Non-Disc.$2.1M
Employees10
Clients--
DateMar 2011
Total AUM$26.7M
Discretionary$24.6M
Non-Disc.$2.1M
Employees10
Clients--
DateJan 2011
Total AUM$14.7M
Discretionary$12.1M
Non-Disc.$2.6M
Employees10
Clients--
DateMay 2009
Total AUM$7.4M
Discretionary$4.2M
Non-Disc.$3.2M
Employees10
Clients--
DateMar 2009
Total AUM$7.4M
Discretionary$4.2M
Non-Disc.$3.2M
Employees10
Clients--
DateFeb 2008
Total AUM$9.1M
Discretionary$0
Non-Disc.$9.1M
Employees10
Clients--
DateSep 2007
Total AUM$7.8M
Discretionary$0
Non-Disc.$7.8M
Employees10
Clients--
DateFeb 2007
Total AUM$7.8M
Discretionary$0
Non-Disc.$7.8M
Employees10
Clients--
DateMar 2006
Total AUM$7.3M
Discretionary$0
Non-Disc.$7.3M
Employees10
Clients--
DateMay 2004
Total AUM$210.8M
Discretionary$0
Non-Disc.$210.8M
Employees5
Clients--
DateApr 2004
Total AUM$210.8M
Discretionary$0
Non-Disc.$210.8M
Employees5
Clients--