|
⚲
|
| Aspire Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 298366 |
| SEC # | 801-118452 |
| CIK # | 0001906014 |
| AUM | $1.2 B (2026-04-02) |
| Employees | 22 (55% Investors, 9% Brokers) |
| Phone | 206-939-5615 |
| Address | 1815 North 45th Street Seattle, WA 98103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.1 | ||
| SPDR Gold Trust | 14.8 | ||
| Apple Inc | 5.6 | ||
| Amazon Com Inc | 5.1 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| C H Robinson Worldwide Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,692 | 407.6 |
| (b) Individuals (high net worth individuals) | 264 | 599.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 167 | 225.7 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,393 | 1,234.2 |
| By Discretionary | ||
| Discretionary | 5,391 | 1,233.8 |
| Non-Discretionary | 2 | 0.4 |
| Total | 5,393 | 1,234.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,234.2 | |
| Total | 5,393 | 1,234.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906014] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hodges Capital Management Inc
✚
|
TX | 1.2 |
|
FWL Investment Management LLC
✚
|
TX | 1.2 |
|
Sivia Capital Partners LLC
✚
|
CA | 1.2 |
|
Arlington Financial Advisors LLC
✚
|
CA | 1.2 |
|
Middleton & Company Inc
✚
|
MA | 1.2 |
|
Three Seasons Wealth
✚
|
UT | 1.2 |
|
SC&H Financial Advisors Inc
✚
|
MD | 1.2 |
|
Platform Technology Partners LLC
✚
|
NY | 1.2 |
|
Prudent Management Associates
✚
|
PA | 1.2 |
|
Berkshire Money Management Inc
✚
|
MA | 1.2 |