Inspira Financial
$309M reported client assets across 13 advisory firms in FY2025 annual amendments
Reported client assets over time
$149M
$234M
2023
2025
Same-firm comparison: 8 firms that reported Inspira Financial in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2023 is shown but partial — only FY2023: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Optimal Capital Advisors, Llc | $84.3M | $120M | 70.3% | 03/23/2026 |
| Strategic Income Group Llc | $42.6M | $362M | 11.8% | 03/03/2026 |
| Accretive Wealth Management, Llc | $41.2M | $291M | 14.2% | 03/30/2026 |
| Argos Wealth Advisors Llc | $38.1M | $1.0B | 3.7% | 03/24/2026 |
| Heron Advisory Inc. | $37.7M | $37.7M | 100.0% | 03/30/2026 |
| Helium Advisors Llc | $23.8M | $234M | 10.2% | 03/30/2026 |
| Maqro Advisors Llc | $16.2M | $174M | 9.3% | 03/31/2026 |
| Bison Investment Advisors, Llc | $12.4M | $158M | 7.9% | 03/04/2026 |
| Theorem Partners Llc | $5.7M | $1.0B | 0.6% | 03/30/2026 |
| Evelyn Partners Asset Management Limited | $5.4M | $1.1B | 0.5% | 03/31/2026 |
| Capital Ip Investment Partners Lp | $1.1M | $163M | 0.6% | 03/27/2026 |
| Edge Focus Capital Management, Llc | $448K | $451M | 0.1% | 03/31/2026 |
| Birnam Wood Capital, Llc | $158K | $106M | 0.1% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.