Aspiring Ventures, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 282891
· SEC file 801-131585
· Cincinnati, OH
· www.linkedin.com
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ADV data as of Jun 25, 2026
- Regulatory AUM
- $570M
- Discretionary
- $568M
- Clients
- 144
- Avg AUM / client
- $4.0M
- Accounts
- 569
- Employees
- 2
AUM over time
$83.3M
$570M
Jun 2022
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 29 | $9.8M | 1.72% |
| High net worth individuals | 113 | $546M | 95.8% |
| Charitable organizations | 2 | $13.9M | 2.44% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cern William Basher | Chief Investment Officer | CFA | Feb 2016 (11y) | 50% – 75% |
| Danya Malak Karram | President | CFP | Mar 2016 (10y) | 50% – 75% |
| Mccarthy, Michelle, Anne | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
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) | 06/25/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $514M (90% of AUM) Jun 2026
- Fidelity Brokerage Services $89.7M (23% of AUM) Apr 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: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗