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ASPIRE PRIVATE CAPITAL

CORNELIUS, NC · CRD 154116 · IAPD ↗ · aspireadvisors.com · 704-237-9927

$509.7MRegulatory AUM
9Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
7States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ASPIRE PRIVATE CAPITAL crossed $500M in regulatory AUM ($455.7M -> $509.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2024 — ASPIRE PRIVATE CAPITAL reported RAUM up 31% ($296.2M -> $388.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.