Aspire Private Capital

RIASEC Registered
Total AUM
$510M
Discretionary
$505M
99% of AUM
Avg account
$299K
Accounts
1,703
Employees
9
Advisory reps
9

Firm details

Headquarters
Cornelius, North Carolina
CRD number
154116
Registered since
August 1, 2018
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI54.63%
  • Individuals45.37%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aspire Private Capital is an independent limited‑liability investment adviser that registered with the SEC in 2018. The firm is owned by an individual and positions itself as a fee‑for‑AUM advisor serving individual and family clients. It describes its role as a capital allocator and includes selection of other advisers among its services, alongside financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars/workshops. The firm is not identified as an active ESG investor. Industry affiliations listed in filings include connections to an insurance company and a real estate broker, which align with the firm’s use of insurance products and real‑estate allocations noted elsewhere in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 19%, Other 4%, Cash & Cash Equivalents 3%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities19%
  • Other4%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 107

Active vs passive

$517M in ETFs

Passive

73%

$379M

Active

19%

$137M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB)State StreetPassiveIntermediate Core Bond$26.8M1,100,3955.19%

Location

Primary office

Cornelius, NC

Mecklenburg

Location

Cornelius, NC

Headquartered in Cornelius, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
19410 Jetton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth