{
  "crd_number": 171988,
  "slug": "inspire-investing-llc-meridian-id-171988",
  "primary_business_name": "INSPIRE INVESTING, LLC",
  "legal_name": "INSPIRE INVESTING, LLC",
  "dbas": [],
  "city": "Meridian",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "14260",
  "metro": {
    "cbsa_code": "14260",
    "common_name": "Boise City",
    "msa_name": "Boise City, ID",
    "path": "/advisors/id/boise-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-01-20",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 3962234942.0,
  "raum_discretionary": 3962234942.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 33,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 5729722.0,
      "count": 12
    },
    "individuals": {
      "raum": 63495586.0,
      "count": 425
    },
    "investment_companies": {
      "raum": 2515797696.0,
      "count": 9
    },
    "other_investment_advisers": {
      "raum": 1362421034.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 14790904.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "CA",
    "FL",
    "HI",
    "ID",
    "IN",
    "LA",
    "MO",
    "OH",
    "OK",
    "OR",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/inspireinvesting",
    "https://inspireetf.com",
    "https://inspireinvesting.com",
    "https://linkedin.com/company/inspireinvesting",
    "https://twitter.com/INSPIREADVISOR"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171988",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "MERIDIAN",
  "url": "https://advisorcensus.com/firm/inspire-investing-llc-meridian-id-171988",
  "display_name": "Inspire Investing, LLC",
  "summary": "Inspire Investing, LLC is an SEC-registered investment advisory firm in Meridian, ID, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Inspire Investing, LLC (CRD 171988): 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)",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Inspire Investing, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inspire Investing, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Inspire Investing, LLC located?",
      "a": "Inspire Investing, LLC's principal office is in Meridian, ID, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Inspire Investing, LLC registered with the SEC or a state?",
      "a": "Inspire Investing, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 171988."
    },
    {
      "q": "How much does Inspire Investing, LLC manage?",
      "a": "Inspire Investing, LLC reports $3,962,234,942 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Inspire Investing, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Inspire Investing, LLC: Regulatory assets under management: $1,314,255,979 in the October 2021 data and $3,962,234,942 in the October 2026 data, up 201%. Total employees: 15 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Inspire Investing, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (425); charitable organizations (12); investment companies (9)."
    },
    {
      "q": "Which custodians does Inspire Investing, LLC use?",
      "a": "Inspire Investing, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Goldman Sachs & Co. LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Inspire Investing, LLC report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171988"
    },
    {
      "q": "Does Inspire Investing, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"In general, we do not require a minimum dollar amount to open and maintain an advisory account.\""
    },
    {
      "q": "What changed in Inspire Investing, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,856,919,716 to $3,962,234,942 (+39%). Added an office in Gilroy, CA. No longer lists an office in Hollister, CA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1314255979.0,
      "total_employees": 15,
      "filing_date": "2021-06-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1984837665.0,
      "total_employees": 35,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2031677896.0,
      "total_employees": 23,
      "filing_date": "2023-08-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2562233803.0,
      "total_employees": 26,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2856919716.0,
      "total_employees": 34,
      "filing_date": "2025-04-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3962234942.0,
      "total_employees": 33,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,856,919,716 to $3,962,234,942 (+39%).",
        "Added an office in Gilroy, CA.",
        "No longer lists an office in Hollister, CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "In general, we do not require a minimum dollar amount to open and maintain an advisory account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "In general, we do not require a minimum dollar amount to open and maintain an advisory account."
    ],
    "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
    },
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "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/inspire-investing-llc-meridian-id-171988.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 425,
      "fewer_than_5": false,
      "raum": 63495586.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 14790904.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 9,
      "fewer_than_5": false,
      "raum": 2515797696.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 5729722.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1362421034.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "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/171988",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}