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Aspire Growth Partners LLC

SEC-registered investment adviserCRD 312063

Filed as ASPIRE GROWTH PARTNERS LLC

Aspire Growth Partners LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 4, 2026.

5 years
registered since 2021
$1,187,187,496
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Aspire Growth Partners LLC compensated?

On its Form ADV (Item 5.E, October 2026), Aspire Growth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

How much does Aspire Growth Partners LLC charge?

Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $350 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Is Aspire Growth Partners LLC registered with the SEC or a state?

Aspire Growth Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312063.

How much does Aspire Growth Partners LLC manage?

Aspire Growth Partners LLC reports $1,187,187,496 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (95% discretionary).

How have Aspire Growth Partners LLC's assets and staff changed since 2021?

In the Form ADV data for Aspire Growth Partners LLC: Regulatory assets under management: $791,082,778 in the October 2021 data and $1,187,187,496 in the October 2026 data, up 50%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Aspire Growth Partners LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (619); high net worth individuals (320); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

Which custodians does Aspire Growth Partners LLC use?

Aspire Growth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Aspire Growth Partners LLC report any disciplinary disclosures?

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/312063

Does Aspire Growth Partners LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 4, 2026 says: "Aspire generally does not impose a minimum relationship size."

What changed in Aspire Growth Partners LLC's recent Form ADV filings?

In the July 2026 filing data: Registered or notice-filed in NH.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
Aspire generally does not impose a minimum relationship size.

Hourly rate: $350 an hour (financial planning services)

The brochure's wording
Aspire offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are charged at a rate of up to $350 per hour.

As stated in the firm's Form ADV Part 2A brochure dated March 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$1,187,187,496

$1,187,187,496 as of October 2026, filing dated June 4, 2026.

Discretionary: $1,131,561,813.Non-discretionary: $55,625,683.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 619 Assets $184,194,345 (16%)
High net worth individuals
Clients 320 Assets $953,469,699 (80%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 14 Assets $39,685,805 (3%)
Charitable organizations
Clients Fewer than 5 Assets $3,542,402 (0%)
Corporations or other businesses not listed above
Clients 5 Assets $6,295,245 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 5. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the July 2026 filing
Medina, OH
States registered or notice-filed
20 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$791M 2021 $896M 2022 $728M 2023 $874M 2024 $992M 2025 $1.19B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,187,187,4965June 4, 2026
October 2025$992,465,1435March 13, 2025
October 2024$873,506,7335March 8, 2024
October 2023$727,510,7885April 13, 2023
October 2022$896,132,5055May 20, 2022
October 2021$791,082,7785May 9, 2021

Regulatory assets under management: $791,082,778 in the October 2021 data and $1,187,187,496 in the October 2026 data, up 50%.

Total employees: 5 in October 2021 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. July 2026
    • Registered or notice-filed in NH.
  2. April 2026
    • Regulatory assets under management went from $992,465,143 to $1,187,187,496 (+20%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
aspiregrowthpartners.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Aspire Growth Partners LLC (CRD 312063): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/aspire-growth-partners-llc-312063