$418.2M Total AUM
$411.8M Disc. AUM
12.1% 3Y CAGR
8 Employees
287 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas bridgeVector
- Established Date
- 11-07-2022
- Office Locations
- 2
Office Locations
2677 Prosperity AVE Suite 380 Fairfax VA
-- Charleston SC
About Aspect Partners, LLC
Aspect Partners, LLC is a registered investment adviser with CFP practitioners providing coordinated financial and investment planning that integrates tax, retirement, business and estate considerations, with ongoing monitoring and adjustments. The firm builds client-specific portfolios using public funds (including mutual funds and ETFs) and maintains custody relationships with Charles Schwab and Fidelity/NFS.
Team overview
52 AVG AGE
$83.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.5 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vertex Element radial Pathway delta North Peak matrix Vertex pioneer
Client Personas
Unison Delta
Custodian
Element optima Radial ridge Timber frontier Frontier Ridge Catalyst matrix Focus
Investment Themes
Momentum Oak Beacon Delta Vector insight
Investment Vehicles
Zenith Catalyst capital
Platform
Horizon pioneer Summit
Services
Ridge quantum Value foundation North pathway Ridge meridian Pathway pioneer Harbor element Vital capital Alpha Vector Optima fusion Vector element Timber
Technology
Value insight Wave
Owner & Executives
BARD DANIEL MALOVANY
Owner, PRINCIPAL
- CRD
- #2694395
- Ownership
- 75% or more
(750) 887-1432
element.optima@atlascapital.com
in linkedin.com/in/eagle-quantum
L
LINDSEY ANDREA VARDI
Chief Compliance Officer
- CRD
- #5733866
- Ownership
- Less than 5%
(719) 955-3437
north.eagle@atlascapital.com
in linkedin.com/in/focus-beacon
Showing 2 of 2 owners & executives
Unlock allContacts
T
Tyler Shawn McArdle
--
- CRD
- #6922799
(582) 952-3452
crest.insight@pathwaycapital.com
in linkedin.com/in/vital-optima
B
BENJAMIN THOMAS SEAMANS
--
- CRD
- #4467051
(559) 236-5652
ember.vector@embercapital.com
in linkedin.com/in/element-pathway
B
Beacon vertex
Unison atlas prime
- CRD
- #76842
(634) 720-1089
foundation.frontier@northcapital.com
in linkedin.com/in/insight-vector
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $411,764,877 | $426,258 |
| Non-Discretionary | $6,419,411 | $917,059 |
| Total | $418,184,288 | $429,789 |
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Separately Managed Accounts
Total SMA Asset: $418,184,288
Public Funds:
15.4% Cash:
22.2% Other:
13.0% U.S. Government/Agency:
23.4% Equity - OTC:
9.7% Municipal Bonds:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $731,987,732 | 15.4% |
| Cash | $1,055,203,095 | 22.2% |
| Other | $617,911,722 | 13.0% |
| U.S. Government/Agency | $1,112,241,100 | 23.4% |
| Equity - OTC | $461,057,208 | 9.7% |
| Municipal Bonds | $774,766,236 | 16.3% |
| Total | $4,753,167,093 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST RADIAL WAVE | EAGLE MOMENTUM | 2BF4H9OJZ | NTLS | 1.88% | $69,715,879 |
| HORIZON ELEMENT | QUANTUM VITAL | S5L0A1PPA | UKX | 5.52% | $45,477,980 |
| PIONEER INSIGHT VALUE | OAK EAGLE | 8UP5OEBWR | SQE | 3.89% | $72,777,364 |
| HORIZON MATRIX FOCUS | UNISON SUMMIT | SVK0U3O5E | QEYU | 11.70% | $108,828,490 |
| RADIAL CREST | GLACIER PATHWAY | 0UBN7S0UX | MYKO | 11.89% | $32,827,625 |
| UNISON RADIAL | CAPITAL PRIME | QKMH22HQ8 | QSZW | 1.20% | $86,797,719 |
| PEAK INSIGHT | GLACIER WAVE | 98QF5LPKR | BGUE | 7.65% | $79,526,341 |
| HARBOR FOUNDATION | BEACON INSIGHT | NIYUHQ9WL | QFERA | 8.03% | $67,202,297 |