Squire Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Squire Investment Management reports 587 clients. They include 342 individual clients, 197 high-net-worth individuals, and 36 pension and profit-sharing plans. Of its assets, 98.7% ($579M across 1,535 accounts) are managed with discretion; $7.91M across 2 accounts are not. It advised 57 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 14% |
| High-net-worth individuals | 34% | 59% |
| Pension and profit-sharing plans | 6% | 4% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | 2% | 21% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 342 | $80.2M | 13.7% | $234K |
| High-net-worth individuals | 197 | $349M | 59.4% | $1.77M |
| Pension and profit-sharing plans | 36 | $23.1M | 3.9% | $640K |
| Charitable organizations | Fewer than 5 | $14.6M | 2.5% | — |
| Corporations and other businesses | 12 | $120M | 20.5% | $10M |
| Total | 587 | $587M | 100% | — |
- Clients
- 342
- Regulatory AUM
- $80.2M
- AUM share
- 13.7%
- Avg. per client
- $234K
- Clients
- 197
- Regulatory AUM
- $349M
- AUM share
- 59.4%
- Avg. per client
- $1.77M
- Clients
- 36
- Regulatory AUM
- $23.1M
- AUM share
- 3.9%
- Avg. per client
- $640K
- Clients
- Fewer than 5
- Regulatory AUM
- $14.6M
- AUM share
- 2.5%
- Avg. per client
- —
- Clients
- 12
- Regulatory AUM
- $120M
- AUM share
- 20.5%
- Avg. per client
- $10M
Total
- Clients
- 587
- Regulatory AUM
- $587M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 57
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Squire Investment Management charges 0.40%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $3,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 0.90% |
| $1M–$5M | 0.70% |
| $5M–$10M | 0.50% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed hourly at $300 per hour, or on a retainer; 50% of the estimated fee may be due at signing.
Squire & Company, P.C. owns 75% or more of Squire Investment Management. The leadership team of Squire Investment Management includes Chief Compliance Officer David Archibald. It has 15 employees, 13 of them in advisory roles.
Leadership
- David ArchibaldPartner & Chief Compliance Officer
Wayne BarbenPracticing Partner
Nathan LarsenPracticing Partner
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
Staff
- 15 employees
- 13 in advisory functions
- 13 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Squire Investment Management Company, LLC
Squire & Company, P.C.
Control person · since March 2007
Squire Investment Management’s regulatory assets grew 2.4× from $247M (March 2021) to $587M (March 2026); clients rose from 424 to 587 and employees from 11 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $587M | 587 | 15 | 3 |
| June 2025 | $494M | 607 | 12 | 2 |
| April 2024 | $377M | 581 | 12 | 2 |
| March 2023 | $317M | 524 | 13 | 2 |
| March 2022 | $307M | 456 | 11 | 2 |
| March 2021 | $247M | 424 | 11 | 2 |
Besides its headquarters, Squire Investment Management has 2 offices, with 3 listed addresses in Utah.
Utah · 3 listed addresses
- 1329 South 800 East, OremHQ
- 215 South State Street, Salt Lake City
- 63 South 300 East, St. George
Other business names
Squire Investment Management has reported 3 other business names to the SEC.
- Squire Investment
- Squire Wealth Advisors
- Squire Wealth Management
Contact and registration details
- Legal name
- Squire Investment Management Company, LLC
- Headquarters
- 1329 South 800 East, Orem, UT 84097
- Website
- squirewealthadvisors.com
- Phone
- 801-226-7722
- @squire-wealth
- SEC file
- 801-78495
- Structure
- Utah LLC
- Fiscal year end
- December
Squire Investment Management uses Charles Schwab ($551M) as custodian for its separately managed accounts. Squire Investment Management has custody of $93.2M in client assets for 178 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $551M100%
At year end, Squire Investment Management’s separately managed accounts were mostly in funds (82%) and cash (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $415M across 89 positions; the largest are Dimensional ETF Trust (12.2%), EA Series Trust (12.1%) and iShares TR (9.6%).
What the accounts hold
- Stocks4%
- Funds82%
- Bonds2%
- Cash11%
- Other1%
- Annuities1%
Reported 13F holdings
- $415M
- Reported 13F value
- 89
- Positions
- 68.3%
- In the 10 largest
- +15.4%
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF12.2%
- EA Series Trust · Brid Omn Sma ETF12.1%
- iShares TR · Core S&P Ttl Stk9.6%
- Dimensional ETF Trust · US Targeted Vlu7.3%
- Dimensional ETF Trust · Internatnal Val5.4%
- American Centy ETF TR · Intl Smcp Vlu5.1%
- Dimensional ETF Trust · Emerging Mkts CO4.8%
- iShares TR · Core MSCI Intl4.3%
- Dimensional ETF Trust · US Mktwide Value3.9%
- Vanguard Scottsdale Fds · Inter Term Treas3.6%
Together, the ten largest are 68.3% of reported value.
How many clients does Squire Investment Management have?
Squire Investment Management has 587 clients and manages $587 million for them, as of March 2026. They include 342 individual clients, 197 high-net-worth individuals, and 36 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Squire Investment Management offer?
Squire Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Squire Investment Management charge?
Squire Investment Management charges 0.40%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $3,000 annual minimum.
Source: SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC FORM ADV PART 2, filed 23 March 2026
Which custodians does Squire Investment Management use?
Squire Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $551M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Squire Investment Management have?
Squire Investment Management has 13 investment adviser representatives registered with state securities authorities, out of 15 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Squire Investment Management invest in?
At the end of its last fiscal year, Squire Investment Management’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 4% exchange-traded equities, 2% U.S. government and agency bonds and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Squire Investment Management?
Squire Investment Management’s direct owner is Squire & Company, P.C. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Squire Investment Management get paid?
Squire Investment Management 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
Is Squire Investment Management registered with the SEC?
Yes, Squire Investment Management has been registered with the SEC as an investment adviser since 5 September 2013. Its CRD number is 117750 and its SEC file number is 801-78495.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Squire Investment Management?
Squire Investment Management’s main office is at 1329 South 800 East, Orem, UT 84097. Its phone number is 801-226-7722. Its website is squirewealthadvisors.com.