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 operates as an insurance broker‑dealer. The firm is listed with an SEC registration date of 2025. Ownership is described as a mix of a domestic entity and an individual. Reported classifications indicate the firm does not act as a capital allocator and does not function as a multi‑state adviser or pension consultant. It is also not identified as an active ESG investor or a related adviser. Public disclosures provided to FINTRX do not include details on the firm’s fee schedules, advisory activities, client segments, or specific business lines beyond its broker‑dealer classification.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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