← Directory
ASPIRE PRIVATE CAPITAL
Legal name: ASPIRE PRIVATE CAPITAL, LLC
CRD 154116File 801-113754
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$509.7M
Above cohort median (national)
Discretionary AUM
$504.9M
Non-discretionary $4.8M
Clients
709
1,703 accounts
Employees
9
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 1, 2018
- Principal office
- 19410 JETTON ROAD, SUITE 110, CORNELIUS, NC, 28031
- Phone
- 704-237-9927
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $509.7M
- Discretionary AUM
- $504.9M
- Non-discretionary AUM
- $4.8M
- Discretionary accounts
- 1,675
- Non-discretionary accounts
- 28
- Total accounts
- 1,703
- AUM per client
- $719K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 202 | $278.4M |
| Individuals (other than high net worth individuals) | 507 | $231.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 11- Q11
- Q11D1
- Q11D2
- Q11D3
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 711 | 709 | decreased by2 |
| Apr 1, 2026 | AUM | $455,692,609 | $509,707,463 | increased by$54,014,854 |
| Apr 1, 2026 | Accounts | 1,701 | 1,703 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 9 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 662 | 711 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $339,356,066 | $455,692,609 | increased by$116,336,543 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,526 | 1,701 | increased by175 |
| Apr 1, 2022 | Clients | 628 | 662 | increased by34 |
| Apr 1, 2022 | AUM | $299,339,208 | $339,356,066 | increased by$40,016,858 |
| Apr 1, 2022 | Accounts | 2,932 | 1,526 | decreased by1,406 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASPIRE PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASPIRE PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.