RIA Intel›Advisers›Ohio›SPINNAKER FINANCIAL GROUP, LLC

SPINNAKER FINANCIAL GROUP, LLC

Advisory

INDEPENDENCE, OH

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in OH
#704
of 748 advisers by AUM
Average account
$279K
across 213 accounts
AUM per adviser
$59M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$59M
Discretionary %
100%
Clients
108
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients108
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

POWERS CAPITAL MANAGEMENT, LLC
COLUMBUS, OH
$59M
GAMMA-Q, LLC
COLUMBUS, OH
$59M
+68.2% 1Y
ARD ADVISORY SERVICES, LLC
DUBLIN, OH
$60M
SWS ADVISORS, INC.
COLUMBUS, OH
$60M
JOHNSON CAPITAL ADVISORY, LLC
MILFORD, OH
$59M
CARILLON INVESTMENTS, INC.
CINCINNATI, OH
$59M
+87.7% 1Y

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