A complete list of active advisors currently associated with Inspire Capital Management LLC

Warmer can help you find a great advisor at Inspire Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Inspire Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.