Aspire Capital Advisors Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 2,123
- Avg AUM / client
- $581K
- Accounts
- 5,393
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,692 | $408M | 33.0% |
| High net worth individuals | 264 | $600M | 48.6% |
| Pension and profit sharing plans | 167 | $226M | 18.3% |
| Charitable organizations | Fewer than 5 clients | $112K | 0.01% |
| Corporations and other businesses | Fewer than 5 clients | $985K | 0.08% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| So. Cal Petroleum Transport Inc. Dba Superior Tank Lines 401(k) Plan So. Cal Petroleum Transport Inc. | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Flavin, Shannon, Crotty | Principal | Aug 2018 (8y) | 50% – 75% | |
| John Angelo Flavin | Managing Principal And Chief Compliance Officer | CFP Chartered Financial Consultant | Aug 2018 (8y) | 50% – 75% |
| Angela Marie Jolley | Registered representative | CFP | Jul 2021 (5y) | |
| Charles Howard Scheinbaum | Registered representative | Jul 2021 (5y) | ||
| Michelle Darlene George | Registered representative | Jul 2021 (5y) | ||
| Shaun Jeffery Dean | Registered representative | Jul 2021 (5y) | ||
| Timothy Lee Bovey | Registered representative | Chartered Financial Consultant | Jul 2021 (5y) | |
| Michelle Renee Fjetland | Registered representative | Apr 2023 (3y) | ||
| Bryan James Halicki | Registered representative | Chartered Financial Consultant | Jun 2023 (3y) | |
| Eric Russell Lansford | Registered representative | Aug 2023 (3y) | ||
| Emir Kljucanin | Registered representative | Nov 2023 (3y) | ||
| Sheila Snowdon | Registered representative | Nov 2024 (2y) | ||
| Tyler Carl Proffitt | Registered representative | Dec 2024 (2y) | ||
| Katherine Jean Policani | Registered representative | Apr 2026 (0y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| So. Cal Petroleum Transport Inc. Dba Superior Tank Lines 401(k) Plan | So. Cal Petroleum Transport Inc. | 316 | $9.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.05 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $986M (80% of AUM) Apr 2026
- Principal Securities, Inc. $9.6M (9% of AUM) Jun 2020
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: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗