Inspire Capital Management LLC

RIASEC Registered
Total AUM
$6.9M
Discretionary
$6.2M
90% of AUM
Avg account
$118K
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
126771
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI71.98%
  • Individuals28.02%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Inspire Capital Management LLC is a small, single-office registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and provides portfolio management services for individuals and small businesses. Its fee model combines a percentage of assets under management with the ability to charge hourly fees, which suits both ongoing discretionary relationships and occasional advisory engagements. Investment activity is concentrated in liquid public markets, with a clear preference for equities. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory platform, suggesting a locally focused client base and a straightforward investment mandate rather than broad institutional offering or cross‑jurisdictional distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 89%, Cash & Cash Equivalents 6%, Derivatives 5%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents6%
  • Derivatives5%

Contacts

1 of 1
  • Michael Mckee

    Michael Mckee

    President & OwnerCRD 2925864

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth