CRD: 118885
Spinnaker Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-13-1998
- Office Locations
- 1
Office Locations
About Spinnaker Financial Advisors, LLC
Spinnaker Financial Advisors, LLC is a fee-only wealth management firm serving individuals and families with thorough financial planning and ongoing portfolio management. The team emphasizes creative planning, disciplined investing, and systematic implementation while controlling taxes and management costs. Portfolios are commonly built with public funds and ETFs, and the firm maintains relationships with custodians such as Charles Schwab.
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Asset Classes
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Investment Themes
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Platform
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Owner & Executives
ALAN SCOTT CAMPBELL
Financial Advisor, Managing Member
- CRD
- #5128930
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,585,327 | $207,024 |
| Non-Discretionary | $0 | $117,268 |
| Total | $102,585,327 | $206,581 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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