Edward Spalding Kapfhammer

Employer firm

Spire Wealth Management, LLC CRD 113908

$4.51B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Spire Securities
  Xenia, OH
• 12/2017 → 01/2018
  Graphic Packaging International
  Xenia, OH
• 05/2010 → 11/2017
  National Carton And Coating Co
  Xenia, OH

Other Businesses

Operating under DBA SilverArrow Financial. Branding/marketing for Spire related business run through. IAR of affiliate Spire Wealth Management, Investment Advisory services since 12/2019. Fixed Insurance sales through Spire Insurance Agency since 12/2019. Owns ATM machines - collects fees from credit card companies. Since 2006. Not investment related. KAP Financial, Sole Prop for business accounting for Spire related business (revenue and expenses). Since 2018. Skol Properties LLC--holding company for real estate/office rental for 1 hour per month used to purchase office building where current business is conducted.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-29

Other Names

• Edward Spalding Kapfhammer Jr