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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Vector bridge
- Established Date
- 11-22-2010
- Office Locations
- 1
Office Locations
About Aspire Private Capital
Aspire Private Capital is an RIA based in Cornelius, NC serving retail and institutional clients, with a focus on entrepreneurs. The firm provides financial planning and discretionary portfolio management, including tax and retirement planning and insurance coordination. Portfolios commonly use public funds and ETFs within diversified asset-allocation approaches; custody is reported at Fidelity/NFS.
Team overview
Insights
Asset Classes
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Custodian
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Investment Themes
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Platform
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Technology
Owner & Executives
JOHN BRYAN PHILPOTT
Managing Member, President
- CRD
- #4758501
- Ownership
- 50% but less than 75%
THOMAS KEITH KELLY
Managing Partner
- CRD
- #6031261
- Ownership
- 25% but less than 50%
Vital glacier
Value signal catalyst
- CRD
- #35816
- Ownership
- 42.8%
Showing 2 of 3 owners & executives
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Antonio Montez Burkett
Financial Advisor
- CRD
- #6019453
TRENTON ALEXANDER DERRICK
Investment Advisor Representative
- CRD
- #6490240
Frontier alpha
Oak foundation meridian
- CRD
- #66968
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $504,868,878 | $301,414 |
| Non-Discretionary | $4,838,585 | $172,807 |
| Total | $509,707,463 | $299,300 |
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Separately Managed Accounts
Total SMA Asset: $509,707,463
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,201,327,623 | 26.9% |
| Equity - Exchange | $1,448,457,210 | 17.7% |
| Other | $2,103,127,135 | 25.7% |
| Cash | $2,430,462,097 | 29.7% |
| Total | $8,183,374,065 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY SIGNAL | MOMENTUM DELTA | B5QLA3SEX | AFW | 10.64% | $66,534,649 |
| FUSION FOCUS RIDGE | LEGACY ZENITH | VE771I6IA | NXSKG | 5.66% | $111,233,731 |
| VERTEX CAPITAL VERTEX | PEAK ATLAS | 2D4DUE499 | XUGT | 8.80% | $110,596,382 |
| ATLAS UNISON | UNISON VECTOR | 5TLE62WQG | DBFP | 3.24% | $109,072,312 |
| BEACON RADIAL | UNISON UNISON | 6U2RPS7OE | NHB | 7.99% | $32,907,452 |
| VALUE TIMBER BEACON | ATLAS TIMBER | 1XHYQ07QP | NFR | 9.32% | $116,757,125 |
| EMBER MATRIX PIONEER | UNISON ATLAS | AZBBLHAO7 | JYZWH | 7.42% | $71,743,019 |
| ELEMENT TIMBER | BEACON VECTOR | PC52NCPVX | HQITK | 2.30% | $91,538,012 |