Spencer Stewart is a registered investment advisor at Seven Canyons Advisors, LLC, based in Salt Lake City, UT, with 9 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seven Canyons does not have standard investment management fee schedules for separately managed accounts or client-tailored strategies. Fees are negotiated individually with each client.
Location
Salt Lake City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Spencer is the sole owner of Ohana Asset Management, LLC, which made a single real estate investment in 2017. This activity takes about 10-20% of Spencer's time and income.
Employment History
Current Registrations
Seven Canyons Advisors, LLC
Previous Registrations
Grandeur Peak Global Advisors
State Registrations1 state
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