Aspire Private Capital, Llc
- Regulatory AUM
- $510M
- Discretionary
- $505M
- Clients
- 709
- Avg AUM / client
- $719K
- Accounts
- 1,703
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 507 | $231M | 45.4% |
| High net worth individuals | 202 | $278M | 54.6% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Bryan Philpott | Managing Member | May 2010 (16y) | 50% – 75% | |
| Thomas Keith Kelly | Member | Jan 2014 (13y) | 25% – 50% | |
| Armada Eynard, Tina, M | Cco | Sep 2022 (4y) | Less than 5% | |
| Thomas James Farrell | Registered representative | CFP | May 2014 (12y) | |
| Jaime Luis Guevara | Registered representative | Aug 2016 (10y) | ||
| Gregory Garrard Padgitt | Registered representative | CFP | Feb 2018 (8y) | |
| Antonio Montez Burkett | Registered representative | CFP | Nov 2018 (8y) | |
| Trenton Alexander Derrick | Registered representative | Nov 2024 (2y) | ||
| Wesley C Taylor | Registered representative | CFP | Feb 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $474M (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗