# Spectrum Capital Investment Group

Spectrum Capital Investment Group is a Bank / Wealth / Trust based in Irvine, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, CA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** spectrumcapitalinvest.com
- **LinkedIn:** https://www.linkedin.com/company/spectrum-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2005 and headquartered in Irvine, California, Spectrum Capital Investment Group is a registered investment advisor (RIA) that delivers portfolio management and financial planning to a mixed client base of individuals, businesses, trusts, estates, pensions, and charitable entities. The firm was structured from inception as a wealth-management practice, not a single-family office, and its principals have historically maintained a low public profile. The advisor constructs multi-asset portfolios spanning public equities, fixed income, real estate, and private-fund allocations, with an emphasis on risk-adjusted total return rather than thematic concentration. Its ADV filings describe a predominantly fee-based model, with advisory fees calculated as a percentage of assets under management and, for certain accounts, performance-based compensation. The firm's investment committee exercises discretion over individual and institutional accounts but has not publicly named flagship funds or disclosed co-investment vehicles. Spectrum Capital operates from a single office in Orange County, California. No separate philanthropic foundation, operating company, or venture arm has been linked to the firm in public records. The structural differentiator is subtle: Spectrum Capital's mixed-client RIA chassis — serving retail and institutional accounts through the same fiduciary framework — creates an atypical overlap between individual wealth management and small-institution asset consulting in a region dense with family-owned enterprises. That dual-client architecture is less common among Southern California RIAs, many of which segment those activities into separate legal entities.

## Questions

### Who are Spectrum Capital Investment Group's typical clients?

The firm serves individuals, high-net-worth households, businesses, trusts, estates, pension plans, and charitable organizations. This mixed client base — combining retail wealth management with small-institution consulting — is a structural feature that distinguishes it from advisors serving only one segment.

## Related profiles

- [Spectron Desarrollo](https://altss.com/profile/spectron-desarrollo)
- [Spectrum Financial](https://altss.com/profile/spectrum-financial)

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Last updated: 2026-08-11T02:43:31.692Z

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