SourcingSourcing

ASPIRE ADVISORS, LLC

A78
CRD 150652·SEC 801-77599·NORTH WHITE PLAINS, NY
AUM
$109.2M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$328K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASPIRE ADVISORS, LLC
CRD
150652
SEC file #
801-77599
EIN
994523481
DBA names
—

Economics

AUM
$109.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$97.0M → $109.2M▲ +13%
Client mix
Individuals Other82
Individuals High Net Worth34
Corporations1

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
7 advisors → 6 advisors▼ -14%
Primary office
NORTH WHITE PLAINS NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
facebook.com/aspire-advisors-llc-100904072343638(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAMILTON, JOHN, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
HAMILTON, JOHN, JOSEPH
HAMILTON, LINDSAY, SHEA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:aspire.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
10
Form 5500 Total Compensation
1,074,916
Form 5500 Compensation Trajectory 3y
20251,074,916
Form 5500 Plan Count Trajectory 3y
202510
Schedule C Total Compensation
1,074,916
Schedule C Service Provider Rows
10

SEC EDGAR

Edgar Cik
0002094017
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-11-17
Edgar Last Filing Date
2025-11-17
Edgar Form D Count
1
Edgar Form D Offerings
2025-11-172025-11-17 · 0002094017-25-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
90 FORT WADE RD SUITE 300PONTE VEDRA, FL 32081
Business
90 FORT WADE RD SUITE 300PONTE VEDRA, FL 32081
Edgar EIN
994523481
Edgar Recent Filings
D2025-11-17 · 0002094017-25-000003
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
709654
Trust Company Affiliate
No

People (8)

8
HAMILTON, JOHN, JOSEPH
IAR · Direct Owner · 87.5%
709654
RANK, JAMES
IAR · Executive Officer · 2.5%
4772618
INGENITO, BARBARA, ANN
IAR · Executive Officer · 2.5%
1437512
LINDSAY SHEA HEDDEN
Executive Officer · 2.5%
6411998
JANE LORA ROSENFELD
IAR
1455814
KEVIN JOHN HAMILTON
IAR
5002010
MICHAEL O'NEIL NOSCHESE
IAR
4839805
Jack Longden
IAR
7660697