CRD: 165279
Spinnaker Financial Group, LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2012
- Office Locations
- 1
Office Locations
About Spinnaker Financial Group, LLC
Spinnaker Financial Group, LLC is a fee-only, fiduciary RIA in Ohio providing financial planning and investment management. The firm emphasizes asset allocation, risk management, and charitable-giving strategies, and commonly builds portfolios using ETFs alongside mutual funds and fixed income. Best fit for business owners, retirees, and accredited investors, with a hands-on approach that coordinates closely with clients’ attorneys and tax professionals.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRYAN DAVID GLANCY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4425814
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,395,955 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,395,955 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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