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 small, single-office registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and provides portfolio management services for individuals and small businesses. Its fee model combines a percentage of assets under management with the ability to charge hourly fees, which suits both ongoing discretionary relationships and occasional advisory engagements. Investment activity is concentrated in liquid public markets, with a clear preference for equities. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory platform, suggesting a locally focused client base and a straightforward investment mandate rather than broad institutional offering or cross‑jurisdictional distribution.
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