ASPIRE CAPITAL ADVISORS LLC

Overview

Aspire Capital Advisors LLC is an independent registered investment adviser positioning itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm combines discretionary portfolio management with financial planning, hourly and fixed-fee engagements, and acts as a selector of third-party managers. Aspire leans heavily on public funds and mutual funds for core exposures while using third-party alternative managers to supplement return and diversification. The firm does not identify as an active ESG investor. Investment activity is concentrated around liquid, scalable exposures implemented largely through ETFs and mutual funds, with a deliberate allocation to external hedge fund and real estate managers for alternative return streams. Advisory services include portfolio management for individuals and small businesses, financial planning, pension consulting and selection of other advisers, and the firm maintains industry relationships with insurance companies and real estate brokers to support client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices