Inspire Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,857,840
Clients
24
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$285,743
About
Inspire Capital Management LLC is a fee-only, independent registered investment adviser that primarily serves individual clients through separately managed accounts and stand-alone consulting engagements. The firm provides ongoing portfolio management billed as a percentage of assets under management and offers hourly consulting for financial planning and investment education.
The firm describes an active, tactical investment approach that combines fundamental and technical analysis with an emphasis on capital preservation, liquidity, and consistent income. Uncommonly for similar solo independent advisers, it implements options strategies — including covered calls, protective puts and cashless/collared structures — within client SMAs to generate income and manage downside and concentrated-equity risk.
Noteworthy characteristics include a small, single-advisor practice with a limited number of clients and the direct use of derivatives in managed accounts, which is statistically rare among peers. The firm’s brochure also discloses a 2015 administrative settlement with a state regulator related to ADV and fee-billing/recordkeeping matters, which it reports as resolved and may be relevant to prospective clients.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
Up to 2.00% annually, billed monthly in advance, calculated based on the aggregate market value of the account at the end of the previous month divided by 12 (e.g., 2.00% ÷ 12 = 0.17% per month)
General consulting hourly fee not to exceed $250 per hour
Account minimum: $100,000 Fee-only: General consulting fee is negotiable hourly rate, not to exceed $250 per hour
Main office location
Inspire Capital Management LLC
Maitland FL, United States
Number of offices
1
Most active in
Inspire Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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