{
  "crd_number": 146720,
  "slug": "aspiriant-llc-los-angeles-ca-146720",
  "primary_business_name": "ASPIRIANT, LLC",
  "legal_name": "ASPIRIANT, LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-04-08",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-08-21",
  "carried_forward": false,
  "raum_total": 18049297000.0,
  "raum_discretionary": 14673042000.0,
  "raum_non_discretionary": 3376255000.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 218,
  "advisory_employees": 105,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 322963000.0,
      "count": 13
    },
    "individuals": {
      "raum": 259007000.0,
      "count": 627
    },
    "investment_companies": {
      "raum": 149276000.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 4198000.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 16601436000.0,
      "count": 1683
    },
    "corporations_other_businesses": {
      "raum": 712417000.0,
      "count": 29
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://aspiriant.com",
    "https://aspiriantfunds.com",
    "https://facebook.com/ASPIRIANT",
    "https://instagram.com/aspiriantwealth",
    "https://linkedin.com/COMPANY/ASPIRIANT",
    "https://twitter.com/ASPIRIANTNEWS",
    "https://vimeo.com/aspiriant",
    "https://vimeo.com/user6109129",
    "https://youtube.com/@AspiriantVideo"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146720",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/aspiriant-llc-los-angeles-ca-146720",
  "display_name": "Aspiriant, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Aspiriant, LLC (CRD 146720): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Aspiriant, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Aspiriant, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Aspiriant, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Aspiriant, LLC registered with the SEC or a state?",
      "a": "Aspiriant, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146720."
    },
    {
      "q": "How much does Aspiriant, LLC manage?",
      "a": "Aspiriant, LLC reports $18,049,297,000 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (81% discretionary)."
    },
    {
      "q": "How have Aspiriant, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Aspiriant, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Aspiriant, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Aspiriant, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Aspiriant, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Aspiriant, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its office addresses in New York, NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 14512799000.0,
      "total_employees": 177,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15477032000.0,
      "total_employees": 203,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 13118061000.0,
      "total_employees": 197,
      "filing_date": "2023-06-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 14831440000.0,
      "total_employees": 204,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 15532934000.0,
      "total_employees": 212,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 18049297000.0,
      "total_employees": 218,
      "filing_date": "2026-08-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its office addresses in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Changed its office addresses in Austin, TX."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in VT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 0.85% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 0.85% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have an absolute minimum for investment portfolios or a minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        0.85
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "We do not have an absolute minimum for investment portfolios or a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/aspiriant-llc-los-angeles-ca-146720.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 627,
      "fewer_than_5": false,
      "raum": 259007000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1683,
      "fewer_than_5": false,
      "raum": 16601436000.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 149276000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4198000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 322963000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 29,
      "fewer_than_5": false,
      "raum": 712417000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146720",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}