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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2016
- Office Locations
- 1
Office Locations
About Spinnaker Investment Group, LLC
Spinnaker Investment Group, LLC is a Newport Beach, CA RIA serving retail and institutional clients with financial planning and portfolio construction, including tax, estate, insurance, and business-succession planning. Portfolios are primarily ETF-based, complemented by mutual funds and U.S. government bonds for diversification and risk management, and are custodied at Charles Schwab. Offers a client mobile app (iOS/Android).
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Owner & Executives
MORGAN ROBERT CHRISTEN
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2395180
- Ownership
- Less than 5%
ANDREW LAWRENCE KRONGOLD
Advisor, Chief Financial Officer
- CRD
- #6094017
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Chase Gabriel Eagan
Associate Advisor
- CRD
- #7694528
Eric Michael Frazier
Financial Advisor, General Partner
- CRD
- #7408835
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,006,821,079 | $438,893 |
| Non-Discretionary | $66,030,841 | $1,535,601 |
| Total | $1,072,851,920 | $459,072 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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