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They include 420 individual clients, 226 high-net-worth individuals and 14 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Spectrum Wealth Advisory Group offer?","answer":"Spectrum Wealth Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Spectrum Wealth Advisory Group use?","answer":"Spectrum Wealth Advisory Group’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $420M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Spectrum Wealth Advisory Group have?","answer":"Spectrum Wealth Advisory Group has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Spectrum Wealth Advisory Group invest in?","answer":"At the end of its last fiscal year, Spectrum Wealth Advisory Group’s separately managed accounts held 65% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 2% derivatives and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Spectrum Wealth Advisory Group?","answer":"Spectrum Wealth Advisory Group’s direct owners are Kenneth Christie (75% or more) and Michael Thompson (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Spectrum Wealth Advisory Group get paid?","answer":"Spectrum Wealth Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Spectrum Wealth Advisory Group registered with the SEC?","answer":"Yes, Spectrum Wealth Advisory Group has been registered with the SEC as an investment adviser since 21 September 2018. Its CRD number is 298632 and its SEC file number is 801-114024.","source":"Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Spectrum Wealth Advisory Group?","answer":"Spectrum Wealth Advisory Group’s main office is at 5925 Granite Lake Drive, Suite 130, Granite Bay, CA 95746. Its phone number is 916-772-5970. 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