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 a Florida-registered independent registered investment adviser organized as an LLC and owned by an individual. The firm’s client base is focused on individuals and families, and it provides portfolio management services tailored to individuals and small businesses. Inspire does not position itself as a capital allocator or pension consultant and does not identify as an ESG investor. Advisory arrangements combine a percentage-of-assets fee model with the option for hourly charges, reflecting a mix of traditional AUM billing and project-based advisory work. The firm’s filings indicate a boutique operating footprint rather than a multi-state or affiliated-adviser platform.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations