SPIRIT GLOBAL INVESTMENT ADVISORS, LLC

Overview

Spirit Global Investment Advisors, LLC is a small, fee-based registered investment adviser focused on high-net-worth individuals and families. The firm acts as a discretionary portfolio manager, running customized accounts rather than serving a broad retail base. Its stated investment mix emphasizes exchange-traded equities as the largest single bucket while expressing a preference toward fixed-income exposure, indicating a balanced approach that blends growth-oriented public equities with income and capital preservation strategies. Client work centers on direct portfolio management for individuals, small businesses and institutions. Portfolios are custody-held at Charles Schwab & Co., Inc., which supports liquid, tradable instruments such as individual stocks, ETFs and mutual funds that the firm relies on. The adviser is not positioned as an ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices