{
  "crd_number": 307273,
  "slug": "aspect-partners-llc-fairfax-va-307273",
  "primary_business_name": "ASPECT PARTNERS, LLC",
  "legal_name": "ASPECT PARTNERS, LLC",
  "dbas": [
    "ASPECT LABS",
    "ASPECT PARTNERS"
  ],
  "city": "Fairfax",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-11-07",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-04-28",
  "carried_forward": false,
  "raum_total": 418184288.0,
  "raum_discretionary": 411764877.0,
  "raum_non_discretionary": 6419411.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 42479736.0,
      "count": 154
    },
    "insurance_companies": {
      "raum": 3108333.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 17590801.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 354362811.0,
      "count": 126
    },
    "corporations_other_businesses": {
      "raum": 642607.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "FL",
    "MD",
    "NC",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://aspect-partners.com",
    "https://facebook.com/AspectPartners",
    "https://linkedin.com/company/10319551/admin/feed/posts",
    "https://x.com/AspectPartners",
    "https://youtube.com/@AspectPartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307273",
  "city_as_filed": "FAIRFAX",
  "url": "https://advisorcensus.com/firm/aspect-partners-llc-fairfax-va-307273",
  "display_name": "Aspect Partners, LLC",
  "summary": "Aspect Partners, LLC is an SEC-registered investment advisory firm in Fairfax, VA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.",
  "citation": "AdvisorCensus. Aspect Partners, LLC (CRD 307273): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Aspect Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aspect Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Aspect Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 28, 2026 states: Flat fee: up to $100,000 (financial planning and consulting services); Flat fee: up to $5,000 (estate planning documents and durable powers of attorney and advance…); Flat fee: $5,000 to $50,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Aspect Partners, LLC located?",
      "a": "Aspect Partners, LLC's principal office is in Fairfax, VA, according to its Form ADV."
    },
    {
      "q": "Is Aspect Partners, LLC registered with the SEC or a state?",
      "a": "Aspect Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 307273."
    },
    {
      "q": "How much does Aspect Partners, LLC manage?",
      "a": "Aspect Partners, LLC reports $418,184,288 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (98% discretionary)."
    },
    {
      "q": "How have Aspect Partners, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Aspect Partners, LLC: Regulatory assets under management: $291,521,951 in the October 2023 data and $418,184,288 in the October 2026 data, up 43%. Total employees: 8 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aspect Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (154); high net worth individuals (126); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Aspect Partners, LLC use?",
      "a": "Aspect Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aspect Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307273"
    },
    {
      "q": "What changed in Aspect Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $351,911,476 to $418,184,288 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 291521951.0,
      "total_employees": 8,
      "filing_date": "2023-02-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 301695505.0,
      "total_employees": 8,
      "filing_date": "2024-04-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 351911476.0,
      "total_employees": 8,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 418184288.0,
      "total_employees": 8,
      "filing_date": "2026-04-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $351,911,476 to $418,184,288 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $100,000 (financial planning and consulting services)",
      "Flat fee: up to $5,000 (estate planning documents and durable powers of attorney and advance…)",
      "Flat fee: $5,000 to $50,000 (Retirement Plan Consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $100,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on a flat fee or recurring fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $100,000 ."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $5,000 (estate planning documents and durable powers of attorney and advance…)"
        ],
        "quotes": [
          "Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Our maximum flat fee to be charged will not exceed $50,000. Our flat fee generally range between $5,000 -  $50,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $50,000 (Retirement Plan Consulting services)"
        ],
        "quotes": [
          "Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Our maximum flat fee to be charged will not exceed $50,000. Our flat fee generally range between $5,000 -  $50,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 100000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 5000.0,
          "period": "one_time",
          "service": "estate planning documents and durable powers of attorney and advance medical directives"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "Retirement Plan Consulting services"
        }
      ]
    },
    "quotes": [
      "Our firm charges on a flat fee or recurring fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $100,000 .",
      "Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Our maximum flat fee to be charged will not exceed $50,000. Our flat fee generally range between $5,000 -  $50,000.",
      "Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Our maximum flat fee to be charged will not exceed $50,000. Our flat fee generally range between $5,000 -  $50,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/aspect-partners-llc-fairfax-va-307273.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 154,
      "fewer_than_5": false,
      "raum": 42479736.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 126,
      "fewer_than_5": false,
      "raum": 354362811.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 17590801.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 3108333.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 642607.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307273",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}