A complete list of active advisors currently associated with Spirit Investment Advisors
Warmer can help you find a great advisor at Spirit Investment Advisors or one who fits your needs even better.
The firm provides discretionary investment management to individuals and small businesses, constructing customized portfolios that may include individual stocks and bonds, exchange‑traded funds, and mutual funds, and it also serves pension and profit‑sharing plan clients. It manages a small client base (12 clients) with approximately $22.3 million in assets under management and does not state a minimum account size. The firm’s investment process combines quantitative and fundamental analysis within a Modern Portfolio Theory framework focused on diversification, periodic rebalancing, and both long‑ and short‑term holdings. The advisor requires clients to use its recommended custodian and discloses use of broker relationships that may provide research or other benefits; accounts are managed on a discretionary basis with at least annual reviews. Noteworthy features include the firm’s recent formation in 2023 as a sole practitioner and the relatively high assets‑per‑client profile compared with many independent solo firms. The principal owner is a licensed insurance agent who sells insurance for commission (without offsetting advisory fees) and the brochure discloses a 2017 no‑contest plea to a misdemeanor petty theft charge, which the firm invites clients to discuss.
To learn more about the advisors currently working at Spirit Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Henderson, NV
| 38
|
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