Investment adviser · CRD 154116
ASPIRE PRIVATE CAPITAL
Investment adviser filing (IA)
ASPIRE PRIVATE CAPITAL, LLC
CORNELIUS, NC, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $510M Form ADV · Item 5.F
- Client accounts
- 1,703 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 202 | $278,444,363 | 54.6% |
| Individuals | 507 | $231,263,100 | 45.4% |
Filing source
Form ADV 2127169 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
19410 JETTON ROAD, SUITE 110CORNELIUS, NC, 28031, United States
CRD 154116
Filing source
Form ADV 2127169 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.