Disclosures

As a registered investment advisor, Spinnaker Asset Management, Inc. is required to provide our ADV Forms 2A & 2B and the most recent ADV Form 3, the Client Relationship Summary (Form CRS).

These disclosures contain important information about how our firm operates, any limitations that may apply, and relevant background on our principals and employees. Form CRS also provides answers to questions that may be relevant to your individual situation.

You can access these forms through the following links:

• Form ADV Part 2A, Firm Brochure
• Form ADV Part 2B, Brochure Supplement, Ron Kent
• Form ADV Part 2B, Brochure Supplement, Lisa Picillo
• Form ADV Part 2B, Brochure Supplement, Sarah Szabo
• Form ADV Part 3, Form CRS
• Fee Schedule, Fee Schedule Disclosure
• BrokerCheck site hosted by FINRA, BrokerCheck Diclosure
• Adviser Check site hosted by SEC, Adviser Check Diclosure