Spirit Global Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$85,000,000
Total clients
10
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$8,500,000
About
Spirit Global Investment Advisors serves family offices, ultra‑high‑net‑worth individuals, and institutional investors, offering integrated wealth management that combines public‑market portfolio management, curated alternative fund access, and institutional‑grade digital asset services such as custody, crypto‑backed lending, and capital formation. The firm’s brochure indicates it does not focus on retail individual (non‑HNW) clients and instead concentrates on sophisticated and institutional mandates.
The firm employs an institutional, manager‑of‑managers approach that blends fundamental and quantitative analysis with thematic allocations to disruptive technologies, using platform partnerships (for example, Crystal Capital and CAIS) to source alternative managers. It explicitly integrates digital assets into portfolios via institutional custody and infrastructure partners (Anchorage, Copper) and discloses a principal investment of roughly 7% of firm AUM to align its interests with clients.
Compared with peers, Spirit Global’s explicit service to institutional clients and its unusually large allocations to alternatives (about 60% of AUM) and digital assets (about 30% of AUM) are distinctive for an independent adviser. The brochure also highlights specialized platform divisions (spiritglobal.digital, spiritglobal.credit, spiritglobal.capital) and a rapid AUM increase (from roughly $20 million in 2023 to $85 million as of the filing), reflecting growth driven by institutional mandates and expanded crypto‑related offerings.
Client services
Portfolio management
Expertise
Private / alternative investments
Tax-loss harvesting
Real estate investing
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Account minimum: $0 (with discretion to accept smaller portfolios) Fee-only: Advisory fees based on percentage of assets under management; no commissions or asset-based sales charges accepted.
Main office location
Spirit Global Investment Advisors, LLC
10679 Westview Parkway, Second Floor
San Diego CA 92126, United States
Number of offices
1
Most active in
Spirit Global Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")