Whitney K. Spalding Spencer
Professional summary
Whitney Kathryn Spalding Spencer, CFP®, who also goes by Whitney Kathryn Spalding, Whitney Spalding Spencer, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Denver, Colorado.
Whitney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Whitney has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Whitney Kathryn Spalding Spencer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
August 1, 2024 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
August 1, 2024 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
January 14, 2022 - August 14, 2024
RELATIVE VALUE PARTNERS, LLC
April 23, 2018 - January 13, 2022
BROWNSON, REHMUS & FOXWORTH, INC.
Primary Firm SEC Registration
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD#: 282241 / SEC#: 801-107054
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2025)
(8/1/2024)
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD#: 282241 / SEC#: 801-107054
Contact information
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
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