# Spirit Global Investment Advisors, LLC

> Spirit Global Investment Advisors, LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 169442
- Filed as: SPIRIT GLOBAL INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169442
- AdvisorCensus page: https://advisorcensus.com/firm/spirit-global-investment-advisors-llc-san-diego-ca-169442

## Quick answers

**How is Spirit Global Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Spirit Global Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Spirit Global Investment Advisors, LLC located?**
Spirit Global Investment Advisors, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Spirit Global Investment Advisors, LLC registered with the SEC or a state?**
Spirit Global Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 169442.

**How much does Spirit Global Investment Advisors, LLC manage?**
Spirit Global Investment Advisors, LLC reports $85,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Spirit Global Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Spirit Global Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169442

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $85,000,000
- Discretionary: $85,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 10 | $85,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [spiritgia.com](https://spiritgia.com)
- [spiritglobal.capital](https://spiritglobal.capital)
- [spiritglobal.credit](https://spiritglobal.credit)
- [spiritglobalinvestments.com](https://spiritglobalinvestments.com)
- [spirtglobal.digital](https://spirtglobal.digital)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spirit Global Investment Advisors, LLC (CRD 169442): Form ADV filing data as of October 2026.