# 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.

- CRD: 146720
- Filed as: ASPIRIANT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146720
- AdvisorCensus page: https://advisorcensus.com/firm/aspiriant-llc-los-angeles-ca-146720

## Quick answers

**How 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).

**How much does Aspiriant, LLC charge?**
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

### 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 August 21, 2026)

- Asset-based fee: 0.2% to 0.85% a year (a range, as the brochure states it)

> 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

> We do not have an absolute minimum for investment portfolios or a minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $18,049,297,000
- Discretionary: $14,673,042,000
- Non-discretionary: $3,376,255,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 627 | $259,007,000 |
| High net worth individuals | 1,683 | $16,601,436,000 |
| Investment companies | 3 | $149,276,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,198,000 |
| Charitable organizations | 13 | $322,963,000 |
| Corporations or other businesses not listed above | 29 | $712,417,000 |

### 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 218 total, 105 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Austin, TX
- Cincinnati, OH
- Irvine, CA
- Minnetonka, MN
- Mountain View, CA
- New York, NY
- Pewaukee, WI
- San Diego, CA
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- aspiriant.com
- aspiriantfunds.com
- vimeo.com/aspiriant
- vimeo.com/user6109129
- Facebook @ASPIRIANT
- Instagram @aspiriantwealth
- LinkedIn @ASPIRIANT
- X @ASPIRIANTNEWS
- YouTube @AspiriantVideo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $14,512,799,000 | 177 | September 28, 2021 |
| October 2022 | $15,477,032,000 | 203 | September 16, 2022 |
| October 2023 | $13,118,061,000 | 197 | June 13, 2023 |
| October 2024 | $14,831,440,000 | 204 | June 28, 2024 |
| October 2025 | $15,532,934,000 | 212 | June 5, 2025 |
| October 2026 | $18,049,297,000 | 218 | August 21, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspiriant, LLC (CRD 146720): Form ADV filing data as of October 2026.