Aspiriant, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 146720
- Registered since
- April 8, 2008
- Website
- aspiriant.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.98%
- Corporations / Businesses3.95%
- Charitable Organizations1.79%
- Individuals1.43%
- Investment Companies0.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aspiriant, LLC is an independent registered investment adviser that operates as a multi-office wealth manager and capital allocator. The firm has been SEC-registered since 2008 and serves both high-net-worth individuals and families as well as institutional clients. Its client-facing services include comprehensive financial planning and discretionary portfolio management across individuals, small businesses and institutions, plus pension consulting and adviser selection. The firm also produces educational content and periodic publications, and runs seminars and workshops. Fee arrangements combine asset-based fees with hourly and fixed-fee engagements. Aspiriant reports being an active ESG investor and deploys its capital alongside third-party managers across alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities16%
- Cash & Cash Equivalents8%
- Private Funds3%
- State & Local Bonds2%
Owners & executives
3 of 8
Sandra Bragar
CFO, PartnerCRD 4533687
Robert Francais
CEOCRD 4604851
Alec Manoukian
Chief Technology OfficerCRD 7893759
Contacts
3 of 74
Gregory Fasig
Director in Wealth ManagementCRD 2088671
Nayan Lapsiwala
Director in Wealth ManagementCRD 5376811
April Antonio
Senior Wealth Management AssociateCRD 8040953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 205Active vs passive
$3.7B in ETFs
88%
$3.3B
5%
$448M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $645M | 860,648 | 17.40% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11100 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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