ASPIRE CAPITAL ADVISORS LLC

C30
CRD 298366·SEC 801-118452·SEATTLE, WA
AUM
$1.23B
$1B+
Est. Revenue
$12.3M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASPIRE CAPITAL ADVISORS LLC
CRD
298366
SEC file #
801-118452
EIN
831630900
DBA names

Economics

AUM
$1.23B
AUM band
$1B+
AUM trajectory
'21'26
$110.7M → $1.23B▲ +1015%
Client mix
Individuals Other1,692
Individuals High Net Worth264
Pension Profit Sharing Plans167

Operations

Employees (total)
22
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'21'26
2 advisors → 12 advisors▲ +500%
Primary office
SEATTLE WA
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/02/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FLAVIN, JOHN, ANGELO
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FLAVIN, JOHN, ANGELO
Flavin, Shannon, Crotty
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
ok
Rdap Domain
INVESTWITHASPIRE.COM
Rdap Domain Creation Date
2018-08-13T06:55:34Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
15,560
Form 5500 Compensation Trajectory 3y
202515,560
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
15,560
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001906014
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-11
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001951757-26-000694

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4596
Soi Zip Pct 200k Plus
0.2219
Soi Zip Returns 200k Plus
6,750
Soi Zip Total AGI
4,879,189
Fdic Zip Total Deposits
20,260,062,000
Fdic Zip Branch Count
277
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1815 NORTH 45TH STREETSUITE 105SEATTLE, WA 98103
Business
1815 NORTH 45TH STREETSUITE 105SEATTLE, WA 98103
Edgar EIN
831630900
Edgar Recent Filings
13F-HR2026-04-22 · 0001951757-26-000694
13F-HR2026-01-16 · 0001951757-26-000210
Fdic Zip Branches Raw
Key Bank of WashingtonSeattle, WA
Key Savings BankSeattle, WA
Fdic Zip HHI
1805.69
Fdic Zip Top Bank Share Pct
35.1
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-13T06:55:34Z
Rdap Domain Last Changed
2024-08-14T14:32:08Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,307
Returns3,750
Stub 2
AGI168,674
Returns4,430
Stub 3
AGI295,410
Returns4,750
Soi Zip Total Business Income
129,942
Soi Zip Total Cap Gains
390,781
Soi Zip Total Dividends
158,872
Soi Zip Total Returns
30,420
Top Owner CRD
2800392
Trust Company Affiliate
No