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INSPIRE ADVISORS, LLC
CRD 300279File 801-114673
APPROVED
Retail clients
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.33B
Above cohort median (national)
Discretionary AUM
$1.33B
Clients
3,536
8,330 accounts
Employees
63
Top 25% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 8, 2019
- Principal office
- 3597 E MONARCH SKY LN, SUITE 330, MERIDIAN, ID, 83646
- Phone
- 877-859-6383
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.33B
- Discretionary AUM
- $1.33B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8,330
- Non-discretionary accounts
- 0
- Total accounts
- 8,330
- AUM per client
- $377K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 13 | $13.7M |
| High net worth individuals | 320 | $610.2M |
| Individuals (other than high net worth individuals) | 3,203 | $708.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 46 | 63 | increased by17 |
| Apr 1, 2026 | Clients | 3,809 | 3,536 | decreased by273 |
| Apr 1, 2026 | AUM | $1,033,380,628 | $1,332,161,360 | increased by$298,780,732 |
| Apr 1, 2026 | Accounts | 8,363 | 8,330 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 46 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,497 | 3,809 | increased by2,312 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $445,552,739 | $1,033,380,628 | increased by$587,827,889 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,497 | 8,363 | increased by6,866 |
| Apr 1, 2022 | Employees | 21 | 33 | increased by12 |
| Apr 1, 2022 | Clients | 1,194 | 1,497 | increased by303 |
| Apr 1, 2022 | AUM | $303,091,875 | $445,552,739 | increased by$142,460,864 |
| Apr 1, 2022 | Accounts | 2,454 | 1,497 | decreased by957 |
| 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 ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INSPIRE ADVISORS” 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.