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SPYGLASS INVESTMENT MANAGEMENT
Legal name: SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594File 801-133745
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$156.4M
Bottom 25% of cohort (national)
Discretionary AUM
$153.5M
Non-discretionary $2.9M
Clients
526
789 accounts
Employees
3
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 23, 2025
- Principal office
- 1205 SOUTH 3RD ST, TERRE HAUTE, IN, 47802
- Phone
- (812) 238-8484
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $156.4M
- Discretionary AUM
- $153.5M
- Non-discretionary AUM
- $2.9M
- Discretionary accounts
- 784
- Non-discretionary accounts
- 5
- Total accounts
- 789
- AUM per client
- $297K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $6.1M |
| Charitable organizations | Fewer than 5 | $195K |
| High net worth individuals | 86 | $99.3M |
| Pension and profit sharing plans | 5 | $3.6M |
| State or municipal government entities | Fewer than 5 | $420K |
| Individuals (other than high net worth individuals) | 425 | $46.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.