Joseph Muir Stapleton
Investment adviser representative at Spinnaker Investment Group, LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Dmk Advisors (formerly Stephen A. Kohn & Associates, Ltd.)Nov 2017 to now
- Spinnaker Investment Group, LLCMay 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Spinnaker Investment Group, LLC
$1.1BAssets managed
1,025Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5617995
- Firm CRD
- 283414