Aspida Financial Distributors, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Spring, Texas
CRD number
322843
Registered since
May 9, 2025
Website
aspida.com

Firm profile

FINTRX

Overview

Aspida Financial Distributors, LLC is organized as a limited liability company and is classified as an insurance broker-dealer. The firm shows an SEC registration year of 2025 and its recorded ownership structure combines a domestic corporate entity and an individual owner. Its stated role is distribution rather than portfolio management: the firm is not identified as a capital allocator and is not listed as a related adviser or pension consultant. Regulatory and activity flags in the available records indicate Aspida Financial Distributors is not an active ESG investor and is not registered as a multi-state adviser. The database also marks the firm as not a newly formed adviser, despite the recent SEC registration year. Several typical firm-level disclosures—client base composition, fee structure, detailed business or advisory activities—are not provided in the source material, so there is no public detail on whether the firm offers investment management, custodial arrangements, or other wealth-management services.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Kimberly Stanton

    Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

  • William Otten

    William Otten

    Chief Compliance OfficerCRD 2707264

Contacts

3 of 8
  • Saundra Hudspeth

    Saundra Hudspeth

    Financial AdvisorCRD 2358251

  • Deirdre Patten

    Deirdre Patten

    PresidentCRD 1357509

  • Ivana Shumberg

    Ivana Shumberg

    PrincipalCRD 3167225

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Spring, TX

Montgomery

Location

Spring, TX

Headquartered in Spring, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
8111 Ashlane Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth