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Aspire Advisors, LLC

Aspire Advisors, LLC. CRD 150652

Aspire Advisors, LLC logo

CRD: 150652

Aspire Advisors, LLC

North White Plains, NY, 10603
8777603540
www.aspireadvisorsllc.com
$109.2M Total AUM
$109.2M Disc. AUM
2.5% 3Y CAGR
8 Employees
140 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Assetmark · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Wave ember
Established Date
02-01-2013
Office Locations
1

Office Locations

661 North Broadway North White Plains NY

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.

Team overview

-- AVG AGE
$18.2M AVG AUM / ADVISOR
$779.9K AVG AUM / CLIENT
5.7 yrs AVG TENURE
8 Employees
6 Advisory Reps
7 RIA Reps
13yrs Firm Age

Insights

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Client Personas

Value catalyst

Custodian

Fusion Crest capital Oak

Investment Themes

Zenith matrix Legacy unison

Investment Vehicles

Pioneer

Platform

Capital quantum

Services

Pathway Legacy Oak Meridian Horizon momentum

Technology

Optima zenith

Owner & Executives

J

JOHN JOSEPH HAMILTON JR

Director, Managing Member

CRD
#709654
Ownership
75% or more
(774) 336-3117
catalyst.momentum@radialcapital.com
in linkedin.com/in/ember-frontier
L

LINDSAY SHEA HEDDEN

Chief Compliance Officer

CRD
#6411998
Ownership
Less than 5%
(740) 325-8051
radial.peak@atlascapital.com
in linkedin.com/in/catalyst-vital
P

Pathway zenith

Oak meridian pathway

CRD
#57402
Ownership
12.1%
(803) 881-8223
peak.catalyst@beaconcapital.com
in linkedin.com/in/north-atlas

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Contacts

K

KEVIN JOHN HAMILTON

--

CRD
#5002010
(725) 245-1448
ember.harbor@optimacapital.com
in linkedin.com/in/element-bridge
J

Jack Longden

--

CRD
#7660697
(640) 661-4435
vital.north@atlascapital.com
in linkedin.com/in/oak-frontier
E

Ember summit

Harbor focus

CRD
#42570
(282) 342-7184
unison.fusion@zenithcapital.com
in linkedin.com/in/north-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-30-2023
06-07-2024
03-28-2025
03-27-2026
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

Total SMA Asset: $109,185,877

$109.2M Total SMA
Equity - Exchange:
29.3%
Public Funds:
8.2%
Other:
6.0%
Cash:
30.2%
U.S. Government/Agency:
26.3%
Asset class Assets Assets %
Equity - Exchange $613,389,024 29.3%
Public Funds $171,665,188 8.2%
Other $125,608,674 6.0%
Cash $632,230,325 30.2%
U.S. Government/Agency $550,584,688 26.3%
Total $2,093,477,899 100.0%

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