Spirit Global Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Spirit Global Investment Advisors serves family offices, ultra‑high‑net‑worth individuals, and institutional allocators with discretionary portfolio management across public markets, curated alternative funds, and digital asset services. The firm organizes its advisory work as a manager‑of‑managers consolidation point, offering access to private equity, private credit, real assets, hedge strategies, and institutional‑grade digital asset custody and lending.
Its investment approach combines institutional‑grade fundamental analysis, quantitative portfolio optimization, and thematic allocations to disruptive sectors, with portfolios tailored to each client's objectives and periodically rebalanced. Spirit Global sources alternative managers and model portfolios through platform partnerships (including CAIS and Crystal Capital) and emphasizes conflict‑free recommendations, disclosing that it receives no compensation from underlying fund managers.
Noteworthy for a single‑advisor independent firm, Spirit Global oversees roughly $85 million for a very small client base and explicitly targets institutional and HNW mandates rather than typical retail individual clients. The firm also provides institutional digital asset custody and crypto‑backed lending through chartered custody partners (such as Anchorage and MPC custody via Copper.co) and reports a 7% principal capital investment alongside client assets to align its economic interests with clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Account minimum: $1,000,000
Main office
10679 Westview Parkway, Second Floor
San Diego CA 92126
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Spirit Global Investment Advisors · Spirit Global Investment Advisors, LLC · Spirit Global Investments · Spirit Global Investments, Inc. · Spirit Investment Advisors · Spirit Investment Advisors, LLC · Spirit Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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 helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)