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The fee is billed in advance and is negotiable.","source":"ASPIRE CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aspire Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aspire Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aspire Capital Advisors invest in?","answer":"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. 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