Firms by custodian
Registered investment advisers that custody at Inspira Financial
Search the full directory by firm name, city, state, CRD number or custodian.
7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Edge Focus Capital Management | New York, NY | $451M |
| Accretive Wealth Management | San Ramon, CA | $291M |
| Helium Advisors | Vancouver, WA | $234M |
| MaQro Advisors | Austin, TX | $174M |
| Laureate Wealth Management | Glen Ellyn, IL | $122M |
| Optimal Capital Advisors | Traverse City, MI | $120M |
| Birnam Wood Capital | Dallas, TX | $106M |
- Headquarters
- New York, NY
- Regulatory AUM
- $451M
- Headquarters
- San Ramon, CA
- Regulatory AUM
- $291M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $234M
- Headquarters
- Austin, TX
- Regulatory AUM
- $174M
- Headquarters
- Glen Ellyn, IL
- Regulatory AUM
- $122M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $120M
- Headquarters
- Dallas, TX
- Regulatory AUM
- $106M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Inspira Financial here says only what the filing says, and implies nothing about either firm's service.