# 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.

- CRD: 312063
- Filed as: ASPIRE GROWTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312063
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-growth-partners-llc-312063

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: None

> Aspire generally does not impose a minimum relationship size.

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,187,187,496
- Discretionary: $1,131,561,813
- Non-discretionary: $55,625,683

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, IN, KY, LA, MD, MI, NC, NE, NH, NY, OH, PA, SC, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Medina, OH

### Websites listed on Form ADV (Item 1.I)
- aspiregrowthpartners.com
- LinkedIn @aspiregrowthpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $791,082,778 | 5 | May 9, 2021 |
| October 2022 | $896,132,505 | 5 | May 20, 2022 |
| October 2023 | $727,510,788 | 5 | April 13, 2023 |
| October 2024 | $873,506,733 | 5 | March 8, 2024 |
| October 2025 | $992,465,143 | 5 | March 13, 2025 |
| October 2026 | $1,187,187,496 | 5 | June 4, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in NH.

### April 2026
- Regulatory assets under management went from $992,465,143 to $1,187,187,496 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Growth Partners LLC (CRD 312063): Form ADV filing data as of October 2026.