CRD: 150652
Aspire Advisors, LLC
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- Custodian
- Assetmark · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2013
- Office Locations
- 1
Office Locations
About Aspire Advisors, LLC
Aspire Advisors is an independent, fee-only RIA serving clients’ financial wellness since 2009, providing investment management and comprehensive planning. The firm works with retail and institutional relationships, with experience supporting professionals and business owners. Portfolios skew heavily toward ETFs, and the practice supports custody via Fidelity/NFS and AssetMark.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 27, 2026, reported AUM increased 3.2%, from $105.8M to $109.2M.
Across 5 reported observations, AUM decreased 15.6% between March 28, 2022 and March 27, 2026, from $129.3M to $109.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 140 clients, or 23.3 clients per representative. That equates to $779.9K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Aspire Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN JOSEPH HAMILTON JR
Director, Managing Member
- CRD
- #709654
- Ownership
- 75% or more
LINDSAY SHEA HEDDEN
Chief Compliance Officer
- CRD
- #6411998
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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KEVIN JOHN HAMILTON
--
- CRD
- #5002010
Jack Longden
--
- CRD
- #7660697
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,185,877 | $568,676 |
| Non-Discretionary | $0 | -- |
| Total | $109,185,877 | $568,676 |
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Separately Managed Accounts
SMA allocation detail is available
Aspire Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.