Spirit Investment Advisors
RIASEC Registered
Total AUM
$22.3M
Discretionary
$22.3M
100% of AUM
Avg account
$1.1M
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 319383
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.5%
- Pension & Profit Sharing Plans4.48%
- Individuals0.02%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Spirit Investment Advisors is a small, sole-proprietorship wealth manager that serves individual and family clients. The firm operates as an insurance broker in addition to providing portfolio management for individuals and small businesses and acts as a capital allocator by selecting third-party advisers for client portfolios. Compensation is charged as a percentage of assets under management. The adviser does not position itself as an ESG investor and is not organized as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents34%
- Exchange Traded Equities29%
- Derivatives18%
- US Government Bonds8%
- State & Local Bonds7%
Owners & executives
1 of 1
David Levy
CEOCRD 1744296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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