Inspire Investing provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and pension consulting.
Inspire Investing reports 455 clients. They include 425 individual clients, 12 charitable organizations and 9 investment companies. Of its assets, 100.0% ($3.96B across 455 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 2% |
| High-net-worth individuals | 2% | <1% |
| Investment companies | 2% | 63% |
| Charitable organizations | 3% | <1% |
| Other investment advisers | <1% | 34% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 425 | $63.5M | 1.6% | $149K |
| High-net-worth individuals | 7 | $14.8M | 0.4% | $2.11M |
| Investment companies | 9 | $2.52B | 63.5% | $280M |
| Charitable organizations | 12 | $5.73M | 0.1% | $477K |
| Other investment advisers | 2 | $1.36B | 34.4% | $681M |
| Total | 455 | $3.96B | 100% | $8.71M |
- Clients
- 425
- Regulatory AUM
- $63.5M
- AUM share
- 1.6%
- Avg. per client
- $149K
- Clients
- 7
- Regulatory AUM
- $14.8M
- AUM share
- 0.4%
- Avg. per client
- $2.11M
- Clients
- 9
- Regulatory AUM
- $2.52B
- AUM share
- 63.5%
- Avg. per client
- $280M
- Clients
- 12
- Regulatory AUM
- $5.73M
- AUM share
- 0.1%
- Avg. per client
- $477K
- Clients
- 2
- Regulatory AUM
- $1.36B
- AUM share
- 34.4%
- Avg. per client
- $681M
Total
- Clients
- 455
- Regulatory AUM
- $3.96B
- AUM share
- 100%
- Avg. per client
- $8.71M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Inspire Investing is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Inspire Impact Group, LLC owns 75% or more of Inspire Investing and is in turn owned by Robert Netzly (50–75%). The leadership team of Inspire Investing includes President Zachary Stone. It has 33 employees, 4 of them in advisory roles.
Staff
- 33 employees
- 4 in advisory functions
- 14 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- 4 soliciting firms
- Owns 75% or more of Inspire Investing, LLC
Inspire Impact Group, LLC
Control person · since December 2017
- Owns 50% to 75% of Inspire Impact Group, LLC
Robert Netzly
Control person · since June 2014
Inspire Investing’s regulatory assets grew 3.0× from $1.31B (June 2021) to $3.96B (March 2026); clients fell from 482 to 455 and employees rose from 15 to 33.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $3.96B | 455 | 33 | 4 |
| Apr 2025April 2025 | $2.86B | 463 | 34 | 4 |
| Mar 2024March 2024 | $2.56B | 470 | 26 | 3 |
| May 2023May 2023 | $2.03B | 480 | 23 | 3 |
| May 2022May 2022 | $1.98B | 698 | 35 | 4 |
| Jun 2021June 2021 | $1.31B | 482 | 15 | 5 |
Besides its headquarters, Inspire Investing has 3 offices (2 private residences, listed without an address), with 2 listed addresses across 2 states.
California · 1 listed address
- 8000 Santa Terisa BLVD, Gilroy
Idaho · 1 listed address
- 3597 E Monarch Sky LN, Suite 330, MeridianHQ
Contact and registration details
- Legal name
- Inspire Investing, LLC
- Headquarters
- 3597 E Monarch Sky LN, Suite 330, Meridian, ID 83646
- Website
- inspireinvesting.com
- Phone
- 877-658-9473
- @inspireinvesting
- SEC file
- 801-108947
- Structure
- Delaware LLC
- Fiscal year end
- December
Inspire Investing’s named custodians for separately managed accounts are Goldman Sachs & Co. ($66.7M, 58%) and Charles Schwab ($47.5M, 42%). Inspire Investing does not have custody of client assets.
- Goldman Sachs & Co.Goldman Sachs & Co. LLC · New York, NY · $66.7M58%
- Charles SchwabCharles Schwab & Co., Inc. · Lonetree, CO · $47.5M42%
At year end, Inspire Investing’s separately managed accounts were mostly in stocks (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.43B across 1,266 positions; the largest are Broadcom Inc. (4.4%), Caterpillar Inc. (3.0%) and KLA Corp. (2.9%).
What the accounts hold
- Stocks97%
- Funds2%
- Other1%
- Cash, cd's, misc.1%
How many clients does Inspire Investing have?
Inspire Investing has 455 clients and manages $3.96 billion for them, as of March 2026. They include 425 individual clients, 12 charitable organizations and 9 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Inspire Investing offer?
Inspire Investing provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Inspire Investing use?
Inspire Investing’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $66.7M and Charles Schwab & Co., Inc. (Lonetree, CO), with $47.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Inspire Investing have?
Inspire Investing has 14 investment adviser representatives registered with state securities authorities, out of 33 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 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 Inspire Investing invest in?
At the end of its last fiscal year, Inspire Investing’s separately managed accounts held 97% exchange-traded equities, 2% registered funds (mutual funds, ETFs, BDCs) and 1% other. The 1% other category is described as: Cash, CD'S, Misc.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Inspire Investing?
Inspire Investing is owned through a holding company by Robert Netzly. Its direct owner is Inspire Impact Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Inspire Investing get paid?
Inspire Investing 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
How do I contact Inspire Investing?
Inspire Investing’s main office is at 3597 E Monarch Sky LN, Suite 330, Meridian, ID 83646. Its phone number is 877-658-9473. Its website is inspireinvesting.com.