Spinnaker Investment Group, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.1B

Discretionary

$1B

94% of AUM

Avg account

$459K

Accounts

2,337

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 283414
Registered since: April 15, 2016
Website: spinninvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.16%
Individuals16.86%
Pension & Profit Sharing Plans8.47%
Insurance Companies3.54%
Corporations / Businesses0.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Spinnaker Investment Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2016. The firm serves both individual and family clients as well as institutional/business accounts and acts as a capital allocator, selecting third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Spinnaker does not identify as an active ESG investor and is not registered as a multi‑state adviser or pension consultant. The firm lists an affiliation with an insurance company.