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They include 643 individual clients, 259 high-net-worth individuals, and 107 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Spinnaker Investment Group offer?","answer":"Spinnaker Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Spinnaker Investment Group charge?","answer":"Spinnaker Investment Group charges 0.30%–1.00% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE, filed 2 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Spinnaker Investment Group use?","answer":"Spinnaker Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.01B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Spinnaker Investment Group have?","answer":"Spinnaker Investment Group has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Spinnaker Investment Group invest in?","answer":"At the end of its last fiscal year, Spinnaker Investment Group’s separately managed accounts held 64% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 8% U.S. government and agency bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Spinnaker Investment Group?","answer":"Spinnaker Investment Group is owned through trusts by Andrew and Brittney Krongold, Morgan and Tricia Christen, and Joseph Stapleton. Its direct owners are Morgan and Tricia Christen Revocable Family Trust, Morgan and Tricia Christen, the Joseph M Stapleton Trust, and Krongold Trust, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Spinnaker Investment Group get paid?","answer":"Spinnaker Investment Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Spinnaker Investment Group registered with the SEC?","answer":"Yes, Spinnaker Investment Group has been registered with the SEC as an investment adviser since 15 April 2016. 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