Bryon K. Spicer

SPICER WEALTH MANAGEMENT

Beavercreek, OH 45431

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CRD#: 2958719

Professional summary

Bryon Keith Spicer is a registered financial advisor currently at SPICER WEALTH MANAGEMENT located in Beavercreek, Ohio and TRUVESTMENTS CAPITAL LLC located in Beavercreek, Ohio.

Bryon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Bryon has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SPICER WEALTH MANAGEMENT. STATE REGISTERED RIA. PERFORMS INVESTMENT ADVISORY SERVICES. START DATE 3/2010. 40 HRS/MO SPENT 2) SPICER FINANCIAL SERVICES; INVESTMENT-RELATED; OWNER, START DATE 07/2000, TAX PREP, INSURANCE SERVICES, MEDICARE SUPPLEMENTS. UP TO 20 HRS/MO SPENT 3) TRUEVESTMENTS CAPITAL LLC; INVESTMENT-RELATED; IAR; BEAVER CREEK, OH; INVESTMENT ADVISORY FIRM; IAR; START:7/2024; 20 HRS/MO DURING TRADING; INVESTMENT ADVISORY SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryon Keith Spicer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 16, 2010 - Present

SPICER WEALTH MANAGEMENT

Office #1: 2655 Commons Blvd. #110, Beavercreek, OH 45431

RIA

CRD#: 152792

Beavercreek, OH

Current

July 14, 2024 - Present

TRUVESTMENTS CAPITAL LLC

Office #1: 2655 Commons Blvd. Suite 110, Beavercreek, OH 45431

RIA

CRD#: 291297

Beavercreek, OH

Past

November 13, 2019 - January 8, 2020

SIMPLICITY WEALTH

RIA

CRD#: 300572

Beavercreek, OH

Past

November 29, 2018 - July 12, 2024

LUMINIST CAPITAL, LLC

RIA

CRD#: 173396

BEAVERCREEK, OH

Past

September 21, 2010 - June 6, 2016

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

BEAVERCREEK, OH

Past

September 10, 2007 - September 20, 2010

USA WEALTH MANAGEMENT LLC

RIA

CRD#: 122082

GRAND RAPIDS, MI

Past

September 7, 2007 - September 20, 2010

USA ADVANCED PLANNERS INC.

CRD#: 131282

BEAVERCREEK, OH

Past

February 18, 2003 - September 7, 2007

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

BEAVERCREEK, OH

Past

April 6, 2001 - September 7, 2007

USA FINANCIAL SECURITIES LLC

CRD#: 103857

BEAVERCREEK, OH

Past

February 9, 1999 - April 11, 2001

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

November 18, 1997 - February 8, 1999

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUVESTMENTS CAPITAL LLC

ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(3/16/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/29/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/17/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRUVESTMENTS CAPITAL LLC

ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

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Contact information

Main Address

5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240

Mailing Address

Phone number

(941) 753-3814

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUVESTMENTS CAPITAL LLC ADV BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	2,712
AUM (Assets Under Management)	$ 601,243,175

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryon K. Spicer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryon Keith Spicer's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUVESTMENTS CAPITAL LLC

SIMPLICITY WEALTH

LUMINIST CAPITAL, LLC

G.F. INVESTMENT SERVICES, LLC

USA WEALTH MANAGEMENT LLC

USA ADVANCED PLANNERS INC.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

VOYA FINANCIAL ADVISORS, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

TRUVESTMENTS CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2000

Series 63

Date: 7/20/2000

SIE

Date: 6/6/2016

Series 7

Date: 1/29/2001

Series 6

Date: 11/17/1997

Current Firm

TRUVESTMENTS CAPITAL LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUVESTMENTS CAPITAL LLC

TRUST BUT VERIFY

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