Aspida Financial Distributors, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Spring, Texas
CRD number
322843
Registered since
May 9, 2025

Firm profile

FINTRX

Overview

Aspida Financial Distributors, LLC is organized as a limited liability company and is listed as SEC-registered in 2025. The firm’s ownership is recorded as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not operate as a capital allocator. The available records flag several negative attributes rather than a service profile: the firm is not identified as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. FINTRX does not provide descriptive entries for the firm’s advisory activities, business lines, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • William Otten

    William Otten

    Chief Compliance OfficerCRD 2707264

  • Kimberly Stanton

    Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

Contacts

3 of 8
  • James McGhee

    James McGhee

    Registered RepresentativeCRD 7661461

  • Joseph Burns

    Registered RepresentativeCRD 5159209

  • Cinthia Silva

    Cinthia Silva

    Registered RepresentativeCRD 6701498

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Spring, TX

Montgomery

Location

Spring, TX

Headquartered in Spring, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
8111 Ashlane Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth