Spinnaker Investment Group, LLC
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
FINTRXOverview
Spinnaker Investment Group, LLC is an SEC‑registered independent registered investment adviser formed as a limited liability company in 2016. The firm describes itself as a capital allocator serving both individual & family and institutional clients. It offers financial planning and portfolio management for individuals, small businesses and institutions, and performs selection of other advisers on clients’ behalf. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. Spinnaker does not self‑identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities64%
- Public Funds/Mutual Funds27%
- US Government Bonds8%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Morgan Christen
Chief Executive OfficerCRD 2395180
Contacts
3 of 6
Joseph Stapleton
PresidentCRD 5617995
Anika Wilson
Financial AdvisorCRD 7320582
Chase Eagan
Investment Adviser RepresentativeCRD 7694528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$503M in ETFs
38%
$192M
60%
$311M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $104M | 2,299,502 | 20.63% |
Location
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 4100 Mac Arthur Blvd
- Time zone
- PT (UTC-8)
- Office locations
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