Troutman, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Inspire Advisors, LLC
Multi-team
Firm-wide stats for Inspire Advisors, LLC
About
Inspire Advisors, LLC is a registered investment adviser that manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high‑net‑worth individuals, along with institutions, charitable organizations, broker‑dealers and other investment advisers. The firm offers discretionary and non‑discretionary portfolio management (including model portfolios and sub‑advisory arrangements), financial planning, participant account management through a third‑party platform, and consulting services to brokerage customers.
The firm integrates Biblically Responsible Investing throughout its advice using a proprietary Inspire Impact Score™ and an affiliated screening tool (Inspire Insight), and it uses a mix of methods — including fundamental, technical, quantitative analysis and modern portfolio theory — to construct models and portfolios. Inspire frequently delegates management to sub‑advisors or its affiliated manager, maintains proprietary ETFs, and provides tax‑mitigation services such as custom indexing on its TAMP platform while typically operating under discretionary authority.
Distinctive features in the brochure include the firm’s explicit practice of, with client consent, voting proxies consistent with its interpretation of biblical values and the routine recommendation of proprietary ETFs and affiliated managers, which the disclosure identifies as potential conflicts of interest. The brochure also reflects two uncommon characteristics for an enterprise adviser: it does not identify corporate or business clients as a client type, and its advisory compensation is predominantly percentage‑of‑AUM across multiple blended and negotiable schedules rather than relying on firmwide fixed advisory fees (financial planning may be charged fixed or hourly in limited circumstances).
Based on Inspire Advisors, LLC
Location
145 Freedom Valley Trail
Troutman NC 28166
Advisors at this office
3
Advisors at this office
Theodore D
Series 63, Series 66
Troutman, NC
Inspire Advisors, LLC
Theodore De Lisi is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, and LPL Financial. In addition to his advisory work, he is an independent property and casualty, life, accident, and health insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.
Penny P
ChFC®, Series 63, Series 65
Troutman, NC
Inspire Advisors, LLC
Penny Paugh is a financial advisor with Inspire Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. Her prior work includes positions at CWM, LLC dba Carson Wealth, IFG Advisory, LPL Financial, Merrill, and Banc of America Investment Services. She serves as a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, often delegating management to sub-advisors and utilizing proprietary ETFs.
Matthew C
Series 66, Series 65
Troutman, NC
Inspire Advisors, LLC
Matthew Conrad is a financial advisor at Inspire Advisors, LLC with three years of industry experience. He holds Series 66 and Series 65 licenses. His prior roles include positions at Carson Wealth, Calvary Chapel Lake Norman, the Social Security Administration, and Edward Jones. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio construction.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)