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ASPIRE CAPITAL ADVISORS LLC
CRD 298366File 801-118452
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Non-discretionary $354K
Clients
2,123
5,393 accounts
Employees
22
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 16, 2020
- Principal office
- 1815 NORTH 45TH STREET, SUITE 105, SEATTLE, WA, 98103
- Phone
- (206) 939-5615
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $354K
- Discretionary accounts
- 5,391
- Non-discretionary accounts
- 2
- Total accounts
- 5,393
- AUM per client
- $581K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $985K |
| Charitable organizations | Fewer than 5 | $112K |
| High net worth individuals | 264 | $599.9M |
| Pension and profit sharing plans | 167 | $225.7M |
| Individuals (other than high net worth individuals) | 1,692 | $407.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,935 | 2,123 | increased by188 |
| Apr 1, 2026 | AUM | $1,007,298,969 | $1,234,192,870 | increased by$226,893,901 |
| Apr 1, 2026 | Accounts | 4,984 | 5,393 | increased by409 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 22 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,146 | 1,935 | increased by789 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $593,881,177 | $1,007,298,969 | increased by$413,417,792 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,817 | 4,984 | increased by2,167 |
| Apr 1, 2022 | Clients | 228 | 1,146 | increased by918 |
| Apr 1, 2022 | AUM | $165,139,024 | $593,881,177 | increased by$428,742,153 |
| Apr 1, 2022 | Accounts | 516 | 2,817 | increased by2,301 |
| Aug 1, 2021 | Employees | 4 | 12 | increased by8 |
| 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASPIRE CAPITAL” 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.