Chief Executive Officer, Board of Directors · Aspiriant, LLC
Robert J. Francais
CRD 4604851 · Named on Form ADV at one SEC-registered adviser
At a glance
Aspiriant, LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $18.0 billion in regulatory assets, lists Robert J. Francais on its Form ADV as Chief Executive Officer, Board of Directors, a control person.
Firms and roles
- Aspiriant, LLCChief Executive Officer, Board of DirectorsWealth manager · LOS Angeles, CA · $18B in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (14)
- John D. AllenChief Investment Officer, Aspiriant, LLC
- Summer A. HammonsChief People Officer, Aspiriant, LLC
- Sandra L. BragarChief Client Officer, Aspiriant, LLC
- Ryan P. BensonBoard of Directors, Aspiriant, LLC
- Lynne BornChief Practice Officer, Aspiriant, LLC
9 more people named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.