Aspire Private Capital
Firm details
- Headquarters
- Cornelius, North Carolina
- CRD number
- 154116
- Registered since
- August 1, 2018
- Website
- www.aspireadvisors.com
- 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
FINTRXOverview
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
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 Funds74%
- Exchange Traded Equities19%
- Other4%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$517M in ETFs
73%
$379M
19%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB) | State Street | Passive | Intermediate Core Bond | $26.8M | 1,100,395 | 5.19% |
Location
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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