SPINNAKER FINANCIAL GROUP, LLC

SPINNAKER FINANCIAL GROUP, LLC of INDEPENDENCE, OH is an SEC-registered investment adviser (CRD 165279). Regulatory assets under management: $59.4M.

Registration

• CRD: 165279
• Type: Registered investment adviser
• Location: 5005 ROCKSIDE ROAD, INDEPENDENCE, OH, 44131
• Phone: 888-615-4101
• Latest filing: 2026-03-18
• Regulatory AUM: $59.4M
• Discretionary AUM: $59.4M
• Clients: 1
• Accounts: 213

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165279 on SEC IAPD (source of record)
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