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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-28-2003
- Office Locations
- 1
Office Locations
About Inspire Capital Management LLC
Inspire Capital Management serves individuals and families with a disciplined, transparent investment approach focused on risk minimization, liquidity, and tax efficiency. Portfolios emphasize equity-based covered-call strategies designed to generate income while seeking superior returns. The firm also provides ongoing financial planning and estate record organization, including a client platform for on-demand access to essential documents; custody includes Charles Schwab.
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Owner & Executives
MICHAEL PATRICK MCKEE
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2925864
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,198,713 | -- |
| Non-Discretionary | $659,127 | -- |
| Total | $6,857,840 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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