SPINNAKER FINANCIAL GROUP, LLC

Overview

Spinnaker Financial Group, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and through fixed-fee engagements, and it operates with discretionary authority over nearly all client assets. Spinnaker shows a clear preference for liquid, listed securities — equities and exchange‑traded vehicles dominate its portfolios — while also accessing third‑party managers for alternative exposure in real estate, commodities and oil & gas. Business activity centers on individual and family clients rather than institutional or pension work. The adviser is not positioned as an ESG specialist, does not identify as a multi‑state adviser, and is not a capital allocator; instead it combines traditional equity and mutual fund allocations with externally managed alternative fund exposures to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices