SPINNAKER INVESTMENT GROUP, LLC
CRD #283414 SEC #801-107671 NEWPORT BEACH, CA (949) 396-6700
SEC Registered
Total AUM
$882M
Discretionary
$826.9M
Employees
10
Clients
1
Accounts
2,437
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $882M | $826.9M | $55.1M | 10 | 0 |
| Jul 2025 | $882M | $826.9M | $55.1M | 10 | 0 |
| Jun 2025 | $882M | $826.9M | $55.1M | 10 | 0 |
| Mar 2025 | $882M | $826.9M | $55.1M | 10 | 0 |
| Mar 2025 | $882M | $826.9M | $55.1M | 10 | 0 |
| Dec 2024 | $676.8M | $644.1M | $32.7M | 10 | 0 |
| Jul 2024 | $676.8M | $644.1M | $32.7M | 10 | 0 |
| Jun 2024 | $676.8M | $644.1M | $32.7M | 11 | 0 |
| Jan 2024 | $676.8M | $644.1M | $32.7M | 10 | 0 |
| Feb 2023 | $514.6M | $487.5M | $27M | 10 | 0 |
| Feb 2023 | $514.6M | $487.5M | $27M | 10 | 0 |
| Nov 2022 | $516.7M | $488.6M | $28.1M | 10 | 0 |
| Jul 2022 | $516.7M | $488.6M | $28.1M | 10 | 0 |
| Apr 2022 | $516.7M | $488.6M | $28.1M | 10 | 0 |
| Mar 2022 | $516.7M | $488.6M | $28.1M | 10 | 0 |
| Apr 2021 | $420.1M | $388.5M | $31.7M | 9 | 0 |
| Mar 2021 | $420.1M | $388.5M | $31.7M | 9 | 0 |
| Jun 2020 | $351.1M | $322.1M | $29M | 7 | 0 |
| Mar 2020 | $351.1M | $322.1M | $29M | 7 | 0 |
| May 2019 | $292M | $264.1M | $27.9M | 7 | 0 |
| Mar 2019 | $292M | $264.1M | $27.9M | 7 | 0 |
| Feb 2018 | $246.5M | $219.8M | $26.6M | 7 | 0 |
| Mar 2017 | $157.7M | $138.8M | $19M | 5 | 100 |
| Jul 2016 | $102.8M | $85.9M | $16.9M | 3 | 100 |
| May 2016 | $0 | $0 | $0 | 2 | 0 |
| May 2016 | $0 | $0 | $0 | 2 | 0 |
| Apr 2016 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$882M
Discretionary$826.9M
Non-Disc.$55.1M
Employees10
Clients0
DateJul 2025
Total AUM$882M
Discretionary$826.9M
Non-Disc.$55.1M
Employees10
Clients0
DateJun 2025
Total AUM$882M
Discretionary$826.9M
Non-Disc.$55.1M
Employees10
Clients0
DateMar 2025
Total AUM$882M
Discretionary$826.9M
Non-Disc.$55.1M
Employees10
Clients0
DateMar 2025
Total AUM$882M
Discretionary$826.9M
Non-Disc.$55.1M
Employees10
Clients0
DateDec 2024
Total AUM$676.8M
Discretionary$644.1M
Non-Disc.$32.7M
Employees10
Clients0
DateJul 2024
Total AUM$676.8M
Discretionary$644.1M
Non-Disc.$32.7M
Employees10
Clients0
DateJun 2024
Total AUM$676.8M
Discretionary$644.1M
Non-Disc.$32.7M
Employees11
Clients0
DateJan 2024
Total AUM$676.8M
Discretionary$644.1M
Non-Disc.$32.7M
Employees10
Clients0
DateFeb 2023
Total AUM$514.6M
Discretionary$487.5M
Non-Disc.$27M
Employees10
Clients0
DateFeb 2023
Total AUM$514.6M
Discretionary$487.5M
Non-Disc.$27M
Employees10
Clients0
DateNov 2022
Total AUM$516.7M
Discretionary$488.6M
Non-Disc.$28.1M
Employees10
Clients0
DateJul 2022
Total AUM$516.7M
Discretionary$488.6M
Non-Disc.$28.1M
Employees10
Clients0
DateApr 2022
Total AUM$516.7M
Discretionary$488.6M
Non-Disc.$28.1M
Employees10
Clients0
DateMar 2022
Total AUM$516.7M
Discretionary$488.6M
Non-Disc.$28.1M
Employees10
Clients0
DateApr 2021
Total AUM$420.1M
Discretionary$388.5M
Non-Disc.$31.7M
Employees9
Clients0
DateMar 2021
Total AUM$420.1M
Discretionary$388.5M
Non-Disc.$31.7M
Employees9
Clients0
DateJun 2020
Total AUM$351.1M
Discretionary$322.1M
Non-Disc.$29M
Employees7
Clients0
DateMar 2020
Total AUM$351.1M
Discretionary$322.1M
Non-Disc.$29M
Employees7
Clients0
DateMay 2019
Total AUM$292M
Discretionary$264.1M
Non-Disc.$27.9M
Employees7
Clients0
DateMar 2019
Total AUM$292M
Discretionary$264.1M
Non-Disc.$27.9M
Employees7
Clients0
DateFeb 2018
Total AUM$246.5M
Discretionary$219.8M
Non-Disc.$26.6M
Employees7
Clients0
DateMar 2017
Total AUM$157.7M
Discretionary$138.8M
Non-Disc.$19M
Employees5
Clients100
DateJul 2016
Total AUM$102.8M
Discretionary$85.9M
Non-Disc.$16.9M
Employees3
Clients100
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0