SPINNAKER FINANCIAL ADVISORS, LLC

Overview

Spinnaker Financial Advisors, LLC is a boutique registered investment adviser organized as a limited liability company that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm charges clients on a percentage-of-AUM basis and operates as an owner-managed practice. Its reported advisory activity centers on managed portfolios rather than pension consulting or large institutional capital allocation. Investment activity is weighted toward pooled public vehicles—public funds and mutual funds make up the bulk of assets under management—while the firm also supplements portfolios with annuities and access to third‑party alternative managers for private equity, hedge funds, and real estate exposure. Spinnaker is not positioned as an active ESG investor and it is not classified as a multi‑state adviser in the filing summary. Management retains discretionary authority over client accounts, suggesting the firm implements model or individually managed strategies on behalf of its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices