A
$27.4M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2007
- Office Locations
- 1
Office Locations
-- Cary NC
About Aspera Financial, LLC
Aspera Financial is an independent, fee-only fiduciary RIA providing personalized investment management and financial/wealth planning for retail clients. The firm emphasizes tailored, goal-aligned portfolios with an ETF-heavy allocation approach and risk management, complemented by fixed income. Owner-led and custodied at Schwab and Fidelity, Aspera offers straightforward, conflict-free guidance.
Team overview
-- AVG AGE
$27.4M AVG AUM / ADVISOR
$403.1K AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KENNETH MICHAEL BELL
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,266,821 | -- |
| Non-Discretionary | $3,142,629 | -- |
| Total | $27,409,450 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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