# Aspire Financial, Inc.

> Aspire Financial, Inc. is a state-registered investment advisory firm in Ebensburg, PA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 159581
- Filed as: ASPIRE FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ebensburg, PA
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159581
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-financial-inc-ebensburg-pa-159581

## Quick answers

**How is Aspire Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Aspire Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aspire Financial, Inc. located?**
Aspire Financial, Inc.'s principal office is in Ebensburg, PA, according to its Form ADV.

**Is Aspire Financial, Inc. registered with the SEC or a state?**
Aspire Financial, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159581.

**How much does Aspire Financial, Inc. manage?**
Aspire Financial, Inc. reports $41,236,536 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (0% discretionary).

**What types of clients does Aspire Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (203); high net worth individuals (5); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Aspire Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159581

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $41,236,536
- Discretionary: $0
- Non-discretionary: $41,236,536

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 203 | $20,349,309 |
| High net worth individuals | 5 | $8,982,237 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $11,904,990 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Financial, Inc. (CRD 159581): Form ADV filing data as of October 2026.
