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ASPIRIANT, LLC
CRD 146720File 801-68987
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$18.05B
Top 10% of cohort (national)
Discretionary AUM
$14.67B
Non-discretionary $3.38B
Clients
2,357
12,173 accounts
Employees
218
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 8, 2008
- Principal office
- 11100 SANTA MONICA BLVD, SUITE 500, LOS ANGELES, CA, 90025
- Phone
- 310-806-4000
- Website
- HTTP://WWW.ASPIRIANT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.05B
- Discretionary AUM
- $14.67B
- Non-discretionary AUM
- $3.38B
- Discretionary accounts
- 8,276
- Non-discretionary accounts
- 3,897
- Total accounts
- 12,173
- AUM per client
- $7.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $712.4M |
| Investment companies | 3 | $149.3M |
| Charitable organizations | 13 | $323.0M |
| High net worth individuals | 1,683 | $16.60B |
| Pension and profit sharing plans | Fewer than 5 | $4.2M |
| Individuals (other than high net worth individuals) | 627 | $259.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.