# Aspire Strategist Portfolios LLC

> Aspire Strategist Portfolios LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 327902
- Filed as: ASPIRE STRATEGIST PORTFOLIOS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327902
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-strategist-portfolios-llc-new-york-ny-327902

## Quick answers

**How is Aspire Strategist Portfolios LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aspire Strategist Portfolios LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Aspire Strategist Portfolios LLC located?**
Aspire Strategist Portfolios LLC's principal office is in New York, NY, according to its Form ADV.

**Is Aspire Strategist Portfolios LLC registered with the SEC or a state?**
Aspire Strategist Portfolios LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327902.

**How much does Aspire Strategist Portfolios LLC manage?**
Aspire Strategist Portfolios LLC reports $97,275,988 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**How have Aspire Strategist Portfolios LLC's assets and staff changed since 2024?**
In the Form ADV data for Aspire Strategist Portfolios LLC: Regulatory assets under management: $29,989,515 in the October 2024 data and $97,275,988 in the October 2026 data, up 224%. Total employees: 5 in October 2024 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 Strategist Portfolios LLC serve?**
By number of clients on Form ADV Item 5.D: other (5); other investment advisers (1).

**Which custodians does Aspire Strategist Portfolios LLC use?**
Aspire Strategist Portfolios LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Aspire Strategist Portfolios 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/327902

**Does Aspire Strategist Portfolios LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Given the nature of Aspire’s advisory services, we do not open or maintain client accounts or have account minimums."

**What changed in Aspire Strategist Portfolios LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $33,244,416 to $97,275,988 (+193%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> Given the nature of Aspire’s advisory services, we do not open or maintain client accounts or have account minimums.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $97,275,988
- Discretionary: $61,625
- Non-discretionary: $97,214,363

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 1 | $62,167,036 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 5 | $35,108,952 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aspiresp.com
- LinkedIn @aspire-strategist-portfolios

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $29,989,515 | 5 | June 14, 2024 |
| October 2025 | $33,244,416 | 5 | March 24, 2025 |
| October 2026 | $97,275,988 | 5 | March 24, 2026 |

Regulatory assets under management: $29,989,515 in the October 2024 data and $97,275,988 in the October 2026 data, up 224%.
Total employees: 5 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $33,244,416 to $97,275,988 (+193%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Strategist Portfolios LLC (CRD 327902): Form ADV filing data as of October 2026.