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ASPIRE CAPITAL ADVISORS LLC

SEATTLE, WA · CRD 298366 · IAPD ↗ · investwithaspire.com · (206) 939-5615

$1.23BRegulatory AUM
12Advisory reps
22Employees
33Clients
26-50Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
May 2026 — ASPIRE CAPITAL ADVISORS LLC notice-filed in MD, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — ASPIRE CAPITAL ADVISORS LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — ASPIRE CAPITAL ADVISORS LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ASPIRE CAPITAL ADVISORS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — ASPIRE CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($817.7M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
October 2024 — ASPIRE CAPITAL ADVISORS LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2024 — ASPIRE CAPITAL ADVISORS LLC notice-filed in MT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — ASPIRE CAPITAL ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2024 — ASPIRE CAPITAL ADVISORS LLC reported RAUM up 45% ($565.2M -> $817.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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