AdvisorCensus / Financial advisors / Tennessee / Knoxville / Aspire Private Wealth Counsel, LLC
Aspire Private Wealth Counsel, LLC is a state-registered investment advisory firm in Knoxville, TN, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.
Quick answers
From the filingHow is Aspire Private Wealth Counsel, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Aspire Private Wealth Counsel, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
Where is Aspire Private Wealth Counsel, LLC located?
Aspire Private Wealth Counsel, LLC's principal office is in Knoxville, TN, according to its Form ADV.
Is Aspire Private Wealth Counsel, LLC registered with the SEC or a state?
Aspire Private Wealth Counsel, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 282582.
How much does Aspire Private Wealth Counsel, LLC manage?
Aspire Private Wealth Counsel, LLC reports $78,990,176 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).
How have Aspire Private Wealth Counsel, LLC's assets and staff changed since 2023?
In the Form ADV data for Aspire Private Wealth Counsel, LLC: Regulatory assets under management: $118,098,472 in the October 2023 data and $78,990,176 in the October 2026 data, down 33%. Total employees: 5 in October 2023 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 Private Wealth Counsel, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (16); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Does Aspire Private Wealth Counsel, LLC 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/282582
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)
- Other
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
Regulatory assets under management
Item 5.F$78,990,176 as of October 2026, filing dated June 11, 2026.
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.DA 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
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $78,990,176 | 5 | June 11, 2026 |
| October 2025 | $74,271,418 | 5 | April 17, 2025 |
| October 2024 | $129,443,311 | 5 | August 21, 2024 |
| October 2023 | $118,098,472 | 5 | June 7, 2023 |
Regulatory assets under management: $118,098,472 in the October 2023 data and $78,990,176 in the October 2026 data, down 33%.
Total employees: 5 in October 2023 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 monthsNo changes to these filed facts in the last 12 months of filing data.
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.ISource: 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 Private Wealth Counsel, LLC (CRD 282582): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/aspire-private-wealth-counsel-llc-knoxville-tn-282582