AdvisorCensus / Financial advisors / California / Los Angeles / Aspiriant, LLC
Aspiriant, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 21, 2026.
Quick answers
From the filingHow is Aspiriant, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Aspiriant, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Aspiriant, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated August 21, 2026 states: Asset-based fee: 0.2% to 0.85% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Aspiriant, LLC located?
Aspiriant, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the September 2026 filing also lists 9 other offices (Schedule D, Section 1.F).
Is Aspiriant, LLC registered with the SEC or a state?
Aspiriant, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146720.
How much does Aspiriant, LLC manage?
Aspiriant, LLC reports $18,049,297,000 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (81% discretionary).
How have Aspiriant, LLC's assets and staff changed since 2021?
In the Form ADV data for Aspiriant, LLC: Regulatory assets under management: $14,512,799,000 in the October 2021 data and $18,049,297,000 in the October 2026 data, up 24%. Total employees: 177 in October 2021 and 218 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Aspiriant, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (1,683); individuals (other than high net worth individuals) (627); corporations or other businesses not listed above (29).
Which custodians does Aspiriant, LLC use?
Aspiriant, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Aspiriant, 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/146720
Does Aspiriant, LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 21, 2026 says: "We do not have an absolute minimum for investment portfolios or a minimum account size."
What changed in Aspiriant, LLC's recent Form ADV filings?
In the September 2026 filing data: Changed its office addresses in New York, NY. Updated its list of owners and control persons (Schedule A).
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 2AAsset-based fee: 0.2% to 0.85% a year (a range, as the brochure states it)
The brochure's wording
Our standard fee schedule for investment management services provided to high net worth individuals, families and their entities, and retirement plans, ranges from 0.85% to 0.2% of the value of your portfolio, per annum, with a minimum annual fee of $14,000.
Account minimum: None
The brochure's wording
We do not have an absolute minimum for investment portfolios or a minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated August 21, 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$18,049,297,000 as of October 2026, filing dated August 21, 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
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2008 (18 years)
- Employees
- Total: 218. Performing investment advisory functions: 105.
- 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)
-
9 other offices, as of the September 2026 filing
- States registered or notice-filed
-
38 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. 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 | $18,049,297,000 | 218 | August 21, 2026 |
| October 2025 | $15,532,934,000 | 212 | June 5, 2025 |
| October 2024 | $14,831,440,000 | 204 | June 28, 2024 |
| October 2023 | $13,118,061,000 | 197 | June 13, 2023 |
| October 2022 | $15,477,032,000 | 203 | September 16, 2022 |
| October 2021 | $14,512,799,000 | 177 | September 28, 2021 |
Regulatory assets under management: $14,512,799,000 in the October 2021 data and $18,049,297,000 in the October 2026 data, up 24%.
Total employees: 177 in October 2021 and 218 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- September 2026
- Changed its office addresses in New York, NY.
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Changed its office addresses in Austin, TX.
- April 2026
- Employees performing advisory functions went from 97 to 105.
- Regulatory assets under management went from $15,532,934,000 to $18,049,297,000 (+16%).
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Registered or notice-filed in VT.
- Updated its list of owners and control persons (Schedule A).
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. Aspiriant, LLC (CRD 146720): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/aspiriant-llc-los-angeles-ca-146720