Inspire Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 126771
- Website
- inspirecapital.com
- 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
FINTRXOverview
Inspire Capital Management LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm’s clientele is primarily individual and family accounts. Its stated billing methods combine a percentage-of-assets-under-management fee model with the option for hourly charges. The firm does not identify as a multi-state adviser or a pension consultant and is not listed as an active ESG investor. It is not positioned as a capital allocator or as a related adviser to other entities. The SEC registration year is not shown in the snapshot provided.
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
- Exchange Traded Equities89%
- Cash & Cash Equivalents6%
- Derivatives5%
Contacts
1 of 1
Michael Mckee
President & OwnerCRD 2925864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations