NEWPORT BEACH, CACRD 283414Latest ADV March 4, 2026
Spinnaker Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 4, 2026, reports $1.1B in regulatory assets under management, 11 employees, and 2,337 accounts.
Assets Under Management
$1.1B
Employees
11
Offices
--
Total Clients
1,025
Primary office
NEWPORT BEACH, CA
4100 MACARTHUR BLVD., SUITE 120, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.7% of total clients.
Top client categories% of clientsClients
1
Individuals
62.7%
643
2
HNWI
25.3%
259
3
Pension Plans
10.4%
107
4
Corporations
1.1%
11
5
Charitable
0.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 4, 2026
Discretionary93.8%
$1.0B
94% of total RAUM93.8%
Non-discretionary6.2%
$66M
6% of total RAUM6.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2,337
10Y AUM Change+$915M (+580.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee93:1
10Y Employee Change+6 (+120.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.