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INSPIRE INVESTING, LLC
CRD 171988File 801-108947
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.96B
Top 25% of cohort (national)
Discretionary AUM
$3.96B
Clients
455
455 accounts
Employees
33
Top 10% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 20, 2017
- Principal office
- 3597 E MONARCH SKY LN, SUITE 330, MERIDIAN, ID, 83646
- Phone
- (877) 658-9473
- Website
- HTTP://WWW.INSPIREETF.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.96B
- Discretionary AUM
- $3.96B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 455
- Non-discretionary accounts
- 0
- Total accounts
- 455
- AUM per client
- $8.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $2.52B |
| Charitable organizations | 12 | $5.7M |
| Other investment advisers | 2 | $1.36B |
| High net worth individuals | 7 | $14.8M |
| Individuals (other than high net worth individuals) | 425 | $63.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 34 | 33 | decreased by1 |
| Apr 1, 2026 | Clients | 463 | 455 | decreased by8 |
| Apr 1, 2026 | AUM | $2,856,919,716 | $3,962,234,942 | increased by$1,105,315,226 |
| Apr 1, 2026 | Accounts | 463 | 455 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 34 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 698 | 463 | decreased by235 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,984,837,665 | $2,856,919,716 | increased by$872,082,051 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 698 | 463 | decreased by235 |
| Apr 1, 2022 | Employees | 15 | 35 | increased by20 |
| Apr 1, 2022 | Clients | 482 | 698 | increased by216 |
| Apr 1, 2022 | AUM | $1,314,255,979 | $1,984,837,665 | increased by$670,581,686 |
| Apr 1, 2022 | Accounts | 818 | 698 | decreased by120 |
| 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 “INSPIRE INVESTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INSPIRE INVESTING” 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.