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 registered investment adviser organized as an LLC and operating as a client-focused wealth manager for individuals and families. The firm, SEC-registered since 2018 and owned by an individual, bills itself as a capital allocator and charges fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, plus educational seminars and workshops. Aspire does not identify as an active ESG investor.
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 Funds74%
- Exchange Traded Equities19%
- Other4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Tina Armada-Eynard
Chief Compliance Officer and Director of OperationsCRD 7638838
Contacts
3 of 8
Jaime Guevara
Client Relationship ManagerCRD 5886723
Gregory Padgitt
Investment Advisor RepresentativeCRD 4476044
Wesley Taylor
Investment Advisor RepresentativeCRD 6829805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 216Active vs passive
$1B in ETFs
74%
$775M
18%
$274M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $24.7M | 33,010 | 2.35% |
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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