SPIRIT WEST ADVISORS, LLC

Overview

Spirit West Advisors, LLC is a fee-based registered investment adviser organized as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and acts as a capital allocator who uses other advisers where appropriate. Spirit West charges a percentage-of-AUM fee and identifies as an active ESG investor, indicating that environmental, social and governance factors play a role in security selection or manager choice. The adviser is SEC-registered (2025) and serves an individual and family client base rather than institutional or pension sponsors. Investment activity centers on equity-led portfolios with a willingness to allocate to third-party managers for specialty exposures. The firm’s advisory scope includes selecting outside managers, which it uses to access alternative strategies and specific skill sets the in‑house team may not provide directly. Custody and execution are concentrated at Charles Schwab & Co., Inc., which supports the firm's use of exchange-traded instruments and third-party mutual fund/manager platforms.

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