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ASPIRE PRIVATE CAPITAL
Legal name: ASPIRE PRIVATE CAPITAL, LLC
CRD 154116File 801-113754
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 20, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.