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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-08-2008
- Office Locations
- 11
Office Locations
About Aspiriant, LLC
Aspiriant is a partner-owned wealth management and multi-family office firm providing financial planning, tax planning/compliance, and investment management, with ongoing execution support through life transitions. Its investment approach is globally diversified and value-oriented, built on accounting roots and a tax-conscious process. Roughly one-third of team members hold an ownership stake, and the firm is frequently featured in Barron’s, Forbes, WSJ, and Bloomberg.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DAVID ALLEN
Chief Investment Officer, Managing Director
- CRD
- #4051640
- Ownership
- Less than 5%
Ryan Paul Benson
Board of Directors, Director
- CRD
- #6718865
- Ownership
- Less than 5%
Showing 2 of 16 owners & executives
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Nolan Sapigao Alinsod
Associate
- CRD
- #7644878
EMILIO V ALIX-BRANTLEY
--
- CRD
- #6437945
Showing 2 of 82 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,673,042,000 | $1,772,963 |
| Non-Discretionary | $3,376,255,000 | $866,373 |
| Total | $18,049,297,000 | $1,482,732 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
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