Aspire Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,007,432,307
Clients
1,956
Advisors
13
across 2 offices
About
Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, businesses, charities, and retirement plans, offering discretionary portfolio management, written financial plans, and retirement plan advisory where it may serve in an ERISA fiduciary capacity. The firm operates as a multi-team adviser and typically delivers ongoing client contact and portfolio supervision across those client types.
The firm’s investment approach is primarily long-term and fundamental in orientation, constructing customized portfolios that commonly use low-cost, diversified mutual funds and ETFs while also incorporating individual stocks, bonds, and occasional short-term trading for rebalancing or cash needs. Aspire Capital may allocate portions of portfolios to unaffiliated independent managers and operates with an institutional custody relationship that supports execution, reporting, and back-office services.
Aspire Capital’s brochure discloses several non‑advisory affiliations that are less common among peers: certain advisory personnel are registered representatives of a broker-dealer and the firm has affiliated insurance and real estate activities, with a licensed real estate professional who may provide separate real estate services and receive customary commissions. With roughly $1.23 billion in assets under management across a multi-team of advisors operating under multiple d/b/a names, these additional service channels and affiliated activities are identified and disclosed as part of the firm’s oversight and potential conflicts considerations.
Client services
Expertise
Fee options
Fixed fees for financial planning engagements based on expected hours; flat fees or annual flat fees for retirement plan advisory services.
up to 1.00% annually
Certain Advisory Persons earn commissions as registered representatives of M.S. Howells & Co., separate from Aspire Capital fees.
Up to $250 per hour for financial planning services.
Main office
See office1815 North 45th Street, Suite 105
Seattle WA 98103
Advisors at this office
12
Offices (2)
Most active in
Alaska · Arizona · California · Colorado · Florida · Georgia · Hawaii · Idaho · Louisiana · Maryland · Minnesota · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · Oregon · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Afg Financial · Aspire Capital Advisors LLC · Aspire Capital Advisors, LLC · Kirkland Financial Advisers · Sound Financial Investments, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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