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, SEC-registered registered investment adviser organized as a limited liability company and founded in 2018. The firm serves individual and family clients on a fee-for-service basis, charging a percentage of assets under management. Aspire describes itself as a capital allocator that combines financial planning with portfolio management for individuals and small businesses, selection of external managers, pension consulting services, and educational seminars and workshops. The firm does not identify itself as an active ESG investor.
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 Funds64%
- Exchange Traded Equities30%
- Cash & Cash Equivalents3%
- Other3%
Owners & executives
1 of 1
Tina Armada-Eynard
Chief Compliance Officer and Director of OperationsCRD 7638838
Contacts
3 of 8
Wesley Taylor
Investment Advisor RepresentativeCRD 6829805
Gregory Padgitt
Investment Advisor RepresentativeCRD 4476044
John Philpott
Founder and Investment Advisor RepresentativeCRD 4758501
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$524M in ETFs
74%
$388M
18%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $24.7M | 33,010 | 4.70% |
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
Similar firms
Powell Wealth
RIACornelius, NC
Passport Wealth Management
RIACornelius, NC
Alphastar Capital Management
RIACornelius, NC
Integrative Planning, Inc.
RIACornelius, NC
Defender Capital
RIACharlotte, NC
Capitala Private Advisors, LLC
RIACharlotte, NC