SPIRIT INVESTMENT ADVISORS

SPIRIT INVESTMENT ADVISORS is an SEC-registered investment adviser (CRD 319383). Regulatory assets under management: $22.3M.

Registration

• CRD: 319383
• Type: Registered investment adviser
• Phone: 619-916-5389
• Latest filing: 2026-03-02
• Regulatory AUM: $22.3M
• Discretionary AUM: $22.3M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319383 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search