Aspire Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Aspire Capital Advisors reports 2,123 clients. They include 1,692 individual clients, 264 high-net-worth individuals, and 167 pension and profit-sharing plans. Nearly all assets ($1.23B across 5,391 accounts) are managed with discretion; $354K across 2 accounts are not. It advised 33 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 33% |
| High-net-worth individuals | 12% | 49% |
| Pension and profit-sharing plans | 8% | 18% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,692 | $408M | 33.0% | $241K |
| High-net-worth individuals | 264 | $600M | 48.6% | $2.27M |
| Pension and profit-sharing plans | 167 | $226M | 18.3% | $1.35M |
| Charitable organizations | Fewer than 5 | $112K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $985K | 0.1% | — |
| Total | 2,123 | $1.23B | 100% | — |
- Clients
- 1,692
- Regulatory AUM
- $408M
- AUM share
- 33.0%
- Avg. per client
- $241K
- Clients
- 264
- Regulatory AUM
- $600M
- AUM share
- 48.6%
- Avg. per client
- $2.27M
- Clients
- 167
- Regulatory AUM
- $226M
- AUM share
- 18.3%
- Avg. per client
- $1.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $112K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $985K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 2,123
- Regulatory AUM
- $1.23B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 33
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Aspire Capital Advisors charges up to 1.00% for its Investment management services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed hourly at up to $250 an hour, or as a fixed engagement fee based on expected hours, which may be negotiable.
John Flavin owns 50% to 75% of Aspire Capital Advisors. The leadership team of Aspire Capital Advisors includes Chief Compliance Officer John Flavin. It has 22 employees, 12 of them in advisory roles.
Leadership
- John FlavinManaging Principal and Chief Compliance Officer
- Shannon FlavinPrincipal
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Timothy Lee Bovey
- Shaun Jeffery Dean
- Michelle Renee Fjetland
- John Angelo Flavin
- Michelle Darlene George
- Bryan James Halicki
- Angela Marie Jolley
- Emir Kljucanin
- Eric Russell Lansford
- Katherine Jean Policani
- Tyler Carl Proffitt
- Charles Howard Scheinbaum
- Sheila Snowdon
Staff
- 22 employees
- 12 in advisory functions
- 12 state-registered reps
- 2 broker-dealer reps
- 10 insurance agents
- Owns 50% to 75% of Aspire Capital Advisors LLC
John Flavin
Control person · since August 2018
- Owns 50% to 75% of Aspire Capital Advisors LLC
Shannon Flavin
Control person · since August 2018
Aspire Capital Advisors’ regulatory assets grew 7.5× from $165M (July 2021) to $1.23B (April 2026); clients rose from 228 to 2,123 and employees from 12 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.23B | 2,123 | 22 | 6 |
| March 2025 | $1.01B | 1,935 | 22 | 6 |
| June 2024 | $818M | 1,723 | 21 | 5 |
| March 2023 | $565M | 1,409 | 12 | 3 |
| March 2022 | $594M | 1,146 | 12 | 3 |
| July 2021 | $165M | 228 | 12 | 3 |
Besides its headquarters, Aspire Capital Advisors has 5 offices, with 6 listed addresses in Minnesota and Washington.
Washington · 5 listed addresses
- 1815 North 45th Street, Suite 105, SeattleHQ
- 1524 Market St, Kirkland
- 627 5th St, Mukilteo
- 4301 S Pine Street, Tacoma
- 4444 Ne Sunset BLVD, Renton
Minnesota · 1 listed address
- 2800 Cliff Road East, Burnsville
Other business names
Aspire Capital Advisors has reported 3 other business names to the SEC.
- Afg Financial
- Kirkland Financial Advisers
- Sound Financial Investments, Inc.
Contact and registration details
- Legal name
- Aspire Capital Advisors LLC
- Headquarters
- 1815 North 45th Street, Suite 105, Seattle, WA 98103
- Website
- investwithaspire.com
- Phone
- 206-939-5615
- @aspire-capital-partners
- SEC file
- 801-118452
- Structure
- Washington LLC
- Fiscal year end
- December
Aspire Capital Advisors uses Charles Schwab ($986M) as custodian for its separately managed accounts. Aspire Capital Advisors has custody of $273M in client assets for 2,210 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $986M100%
At year end, Aspire Capital Advisors’ separately managed accounts were mostly in funds (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $514M across 134 positions; the largest are iShares TR (8.2%), Vanguard Index Fds (7.6%) and Wisdomtree TR (7.1%).
What the accounts hold
- Stocks7%
- Funds90%
- Cash2%
- Other1%
- Fixed income and crypto1%
Reported 13F holdings
- $514M
- Reported 13F value
- 134
- Positions
- 50.1%
- In the 10 largest
- +15.6%
- Value vs. prior quarter
- iShares TR · Rus Tp200 GR ETF8.2%
- Vanguard Index Fds · S&P 500 ETF Shs7.6%
- Wisdomtree TR · US Qtly Div Grt7.1%
- Schwab Strategic TR · US Dividend EQ6.1%
- Pacer Fds TR · US Lrg CP Cash3.9%
- Vanguard BD Index Fds · Total Bnd Mrkt3.7%
- Invesco Exch Traded FD TR II · S&P 500 Revenue3.7%
- Microsoft Corp.3.3%
- Vanguard Index Fds · Mid Cap ETF3.3%
- iShares TR · Core Divid ETF3.1%
Together, the ten largest are 50.1% of reported value.
How many clients does Aspire Capital Advisors have?
Aspire Capital Advisors has 2,123 clients and manages $1.23 billion for them, as of April 2026. They include 1,692 individual clients, 264 high-net-worth individuals, and 167 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does Aspire Capital Advisors offer?
Aspire Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aspire Capital Advisors charge?
Aspire Capital Advisors charges up to 1.00% for its Investment management services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: ASPIRE CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT, filed 24 March 2026
Which custodians does Aspire Capital Advisors use?
Aspire Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $986M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026
How many financial advisors does Aspire Capital Advisors have?
Aspire Capital Advisors has 12 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aspire Capital Advisors invest in?
At the end of its last fiscal year, Aspire Capital Advisors’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 2% cash and equivalents and 1% other. The 1% other category is described as: Fixed Income and Crypto.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aspire Capital Advisors?
Aspire Capital Advisors’ direct owners are John Flavin (50% to 75%) and Shannon Flavin (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does Aspire Capital Advisors get paid?
Aspire Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Aspire Capital Advisors registered with the SEC?
Yes, Aspire Capital Advisors has been registered with the SEC as an investment adviser since 16 April 2020. Its CRD number is 298366 and its SEC file number is 801-118452.
Source: Form ADV Part 1A, Item 1, filed 2 April 2026; IAPD firm record
How do I contact Aspire Capital Advisors?
Aspire Capital Advisors’ main office is at 1815 North 45th Street, Suite 105, Seattle, WA 98103. Its phone number is 206-939-5615. Its website is investwithaspire.com.