Wealth manager, independent · Seattle, WA
Aspire Capital Advisors LLC
SEC-registered investment adviser · CRD 298366 · SEC 801-118452
At a glance
Aspire Capital Advisors LLC is an SEC-registered investment adviser based in Seattle, Washington, with $1.2B in regulatory assets under management as of its Form ADV filed April 2, 2026. It reports 1,956 individual clients, 264 of them high-net-worth, holding an average of about $0.5 million each, and 22 employees. That ranks it 891st among the nation’s 5,657 independent wealth management RIAs and 24th of 158 in Washington. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 206-939-5615investwithaspire.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #891 of 5,657
- Rank among all SEC RIAs
- #4,781 of 17,210
- Rank in Washington
- #24 of 158
- Individual clients
- 1,956
- High-net-worth clients
- 264
- Accounts
- 5,393
- Discretionary
- 100% of AUM
- Employees
- 22
- Advisory staff
- 12
- Offices
- 6
Owners and executives on its Form ADV
- John A. FlavinManaging Principal and Chief Compliance Officer
- Shannon C. FlavinPrincipal
Custody and brokerage
Broker-dealer
Hybrid RIA
Aspire Capital Advisors LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 264 | $600M | 49% |
| Individuals | 1,692 | $408M | 33% |
| Pension and profit sharing plans | 167 | $226M | 18% |
| Corporations or other businesses | – | $1M | <1% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
Aspire Capital Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗investwithaspire.com ↗
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The full record on Aspire Capital Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 2,963 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| McIlrath & ECK, LLCArlington | $1.4B | 1,287 |
| Synergy Asset Management, LLCVancouver | $1.3B | 1,153 |
| Paul R. Ried Financial Group, LLCBellevue | $1.3B | 1,059 |
| Avier Wealth AdvisorsBellevue | $1.2B | 583 |
| Fortis Capital Management LLCBellevue | $1.2B | 665 |
| Capital Advisors Wealth ManagementYakima | $1.1B | 993 |
Background
Questions
How much does Aspire Capital Advisors LLC manage?
Aspire Capital Advisors LLC reports $1.2B in regulatory assets under management across 5,393 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 2, 2026.
How many clients does Aspire Capital Advisors LLC have?
It reports 1,956 individual clients: 264 high-net-worth individuals and 1,692 other individuals. Individuals account for about 82% of its regulatory assets.
Where is Aspire Capital Advisors LLC headquartered?
Its main office is in Seattle, Washington. It reports 6 offices in total and 22 employees, 12 of whom perform investment advisory functions.
How does Aspire Capital Advisors LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Aspire Capital Advisors LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed April 2, 2026, it reports these amounts held: Charles Schwab ($986M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Aspire Capital Advisors LLC a hybrid RIA with a broker-dealer?
Aspire Capital Advisors LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Aspire Capital Advisors LLC a fiduciary?
As an SEC-registered investment adviser, Aspire Capital Advisors LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Aspire Capital Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →