Inspire Investing, LLC

RIASEC Registered

Total AUM

$4B

Discretionary

$4B

100% of AUM

Avg account

$8.7M

Accounts

455

Employees

Advisory reps

Firm details

Headquarters: Meridian, Idaho
CRD number: 171988
Registered since: January 20, 2017
Website: www.inspireinvesting.com
Custodians: GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Investment Companies63.49%
Other Investment Advisers34.39%
Individuals1.6%
HNWI0.37%
Charitable Organizations0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension Consulting

Firm profile

FINTRX

Overview

Inspire Investing, LLC is an institutional RIA organized as an LLC and owned by an individual. The firm is registered with the SEC (registration year 2017) and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and investment companies, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM fees, hourly charges, and fixed fees. Inspire does not position itself as a capital allocator and is not identified as an active ESG investor. The firm received an industry mention in FA Magazine in 2020.