S
CRD: 319383
Spirit Investment Advisors
$22.3M Total AUM
$22.3M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-19-2023
- Office Locations
- 1
Office Locations
-- Henderson NV
About Spirit Investment Advisors
Spirit Investment Advisors is a boutique, fiduciary RIA providing portfolio management and financial consulting, including private equity, for private wealth clients. Led by senior investment advisor David Levy (38 years’ experience, including Wells Fargo Advisors and A.G. Edwards), the firm delivers non-commission advice and client access supported via Charles Schwab.
Team overview
61 AVG AGE
$22.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID JONATHAN LEVY
Chief Compliance Officer, Owner
- CRD
- #1744296
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,303,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,303,900 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Derivatives:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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