Aspire Capital Advisors LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$229K

Accounts

5,393

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 298366
Registered since: April 16, 2020
Website: investwithaspire.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI48.6%
Individuals33.02%
Pension & Profit Sharing Plans18.28%
Corporations / Businesses0.08%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aspire Capital Advisors LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2020. The firm operates as a capital allocator for both individual/family and institutional clients, and it offers a mix of fee arrangements including a percentage-of-AUM model as well as hourly and fixed fees. Primary advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not flagged as an active ESG investor in the source data. It also reports industry affiliations with an insurance company and a real estate broker, which may support access to insurance-linked solutions or real estate deal flow given its reported alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Public Funds/Mutual Funds90%
Exchange Traded Equities7%
Cash & Cash Equivalents2%
Other1%

Contacts

3 of 14

Angela Jolley
Owner / Financial AdvisorCRD 4337938
Bryan Halicki
Investment Advisor Representative, Registered RepresentativeCRD 6978815
Eric Lansford
Investment Advisor RepresentativeCRD 6737674