SPIRIT GLOBAL INVESTMENT ADVISORS, LLC

SPIRIT GLOBAL INVESTMENT ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 169442). Regulatory assets under management: $85.0M.

Registration

• CRD: 169442
• Type: Registered investment adviser
• Location: 10679 WESTVIEW PARKWAY, SAN DIEGO, CA, 92126
• Phone: 858-695-4168
• Latest filing: 2026-03-31
• Regulatory AUM: $85.0M
• Discretionary AUM: $85.0M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169442 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search