AdvizorPro
Aspire Capital Advisors LLC

Aspire Capital Advisors LLC. CRD 298366

Aspire Capital Advisors LLC logo

CRD: 298366

Aspire Capital Advisors LLC

$1.2B Total AUM
$1.2B Disc. AUM
25.2% 3Y CAGR
22 Employees
2,156 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Assetmark ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
08-01-2018
Office Locations
5

Office Locations

1524 Market ST 100 Kirkland WA
1815 North 45th Street Suite 105 Seattle WA
2800 Cliff Road East Suite 100a Burnsville MN

About Aspire Capital Advisors LLC

Aspire Capital Advisors (Seattle, WA) provides personalized financial planning and investment management for individuals, entrepreneurs, businesses, and nonprofits. The team emphasizes long-term relationships, portfolio construction and asset allocation, using ETFs and mutual funds as core vehicles, and supports needs like charitable giving, college planning, and insurance. Custody is supported through Charles Schwab and AssetMark.

Team overview

47 AVG AGE
$102.8M AVG AUM / ADVISOR
$572.4K AVG AUM / CLIENT
4 yrs AVG TENURE
22 Employees
12 Advisory Reps
12 RIA Reps
7yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

J

JOHN ANGELO FLAVIN

Advisor, Chief Compliance Officer, MANAGING PRINCIPAL

CRD
#2800392
Ownership
50% but less than 75%
Available
Available
Available
Shannon Crotty Flavin

Shannon Crotty Flavin

Advisor, PRINCIPAL

CRD
--
Ownership
50% but less than 75%
Available
Available
Available

Showing 2 of 2 owners & executives

Unlock all

Contacts

TIMOTHY LEE BOVEY

TIMOTHY LEE BOVEY

Founder

CRD
#2816604
Available
Available
Available
SHAUN JEFFERY DEAN

SHAUN JEFFERY DEAN

Founder

CRD
#2991251
Available
Available
Available

Showing 2 of 14 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
11-21-2023
11-13-2024
03-26-2025
04-02-2026
Category Assets AVG. Account size
Discretionary $1,233,839,175 $228,870
Non-Discretionary $353,695 $176,848
Total $1,234,192,870 $228,851

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Other:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Other Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

Continue browsing

View all advisor firms in Washington

Start a free trial and
prospect smarter