RIA Intel›Advisers›Rhode Island›SPINNAKER ASSET MANAGEMENT INC.

SPINNAKER ASSET MANAGEMENT INC.

Advisory

WARWICK, RI

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in RI

#87

of 90 advisers by AUM

Average account

$131K

across 347 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients186

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MA, NH, RI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

186 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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