DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ASPIRE PRIVATE CAPITAL

ASPIRE PRIVATE CAPITAL, LLC, CRD 154116

CORNELIUS, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2b8990cd-3254-95d1-d9dc-c06b48f013f4

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 3
On other graphs: 0
Observed: Jun 29, 2018 to Aug 20, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $510MItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $505M
Private client RAUM: $510MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $63.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,703
Individual clients: 507
High net worth clients: 202
Custody, client assets: $70.0M
SEC number: 801-113754
CRD: 154116
Filings on the tape: 31
First filed: Jun 29, 2018
Latest filed: Aug 20, 2026
Organised: Limited Liability Company, NC
Website: aspireadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN BRYAN PHILPOTT	n/a	CORNELIUS, NC	15	22	2	no
THOMAS JAMES FARRELL	Certified Financial Planner	CORNELIUS, NC	12	18	3	no
THOMAS KEITH KELLY	n/a	CORNELIUS, NC	11	21	1	no
JAIME LUIS GUEVARA	n/a	CORNELIUS, NC	10	15	n/a	no
Gregory Garrard Padgitt	Certified Financial Planner	CORNELIUS, NC	8	18	3	no
Antonio Montez Burkett	Certified Financial Planner	CORNELIUS, NC	7	14	1	no
TRENTON ALEXANDER DERRICK	n/a	CORNELIUS, NC	1	13	1	no
Wesley C Taylor	Certified Financial Planner	CORNELIUS, NC	0	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Armada-Eynard, Tina, M	Cco	Na	yes	09/2022	Sep 26, 2022	Dec 4, 2024
KELLY, THOMAS, KEITH	Member	C	yes	01/2014	Jun 29, 2018	Dec 4, 2024
PHILPOTT, JOHN, BRYAN	MANAGING MEMBER	D	yes	05/2010	Jun 29, 2018	Dec 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COVENANT PRIVATE CAPITAL, INC.	n/a	n/a	n/a	N	yes	n/a
ESTATE & RETIREMENT CONSULTANTS OF THE FOOTHILLS, INC.	n/a	n/a	n/a	N	yes	n/a
PIER 28 REALTY, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Hickory	Nc	United States	8	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$510M	$505M	9	9	1	n/a	n/a
2024	Mar 27, 2025	$456M	$450M	9	9	1	n/a	n/a
2023	Mar 27, 2024	$388M	$377M	8	8	1	n/a	n/a
2022	Mar 20, 2023	$296M	$282M	11	9	1	n/a	n/a
2021	Mar 29, 2022	$339M	$335M	12	8	1	n/a	n/a
2020	Mar 31, 2021	$299M	$270M	12	8	1	n/a	n/a
2019	Mar 30, 2020	$231M	$231M	11	8	1	n/a	n/a
2018	Mar 30, 2019	$174M	$174M	10	7	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	12.5%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$510M	$456M	11.9%	$296M	19.8%	9	9	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	2	Jun 12, 2017	Nov 6, 2015	SARASOTA, FL	Team lift out	Other	1.1%

Relationships

Registered with (13)

← Wesley C TaylorAdvisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← TRENTON ALEXANDER DERRICKAdvisorregistration: current employment
Nov 6, 2024 to presentfactForm ADV
← Antonio Montez BurkettAdvisorregistration: current employment
Nov 28, 2018 to presentfactForm ADV
← Gregory Garrard PadgittAdvisorregistration: current employment
Feb 9, 2018 to presentfactForm ADV
← JAIME LUIS GUEVARAAdvisorregistration: current employment
Aug 23, 2016 to presentfactForm ADV
← THOMAS KEITH KELLYAdvisorregistration: current employment
Jan 22, 2015 to presentfactForm ADV
← THOMAS JAMES FARRELLAdvisorregistration: current employment
May 13, 2014 to presentfactForm ADV
← JOHN BRYAN PHILPOTTAdvisorregistration: current employment
Nov 22, 2010 to presentfactForm ADV
← COLBY KESTON CLARKAdvisorregistration: previous registration
Dec 11, 2019 to Jan 6, 2026factForm ADV
← Michael Andrew SellersAdvisorregistration: previous registration
Jan 22, 2019 to Aug 6, 2019factForm ADV
← GARY RANDALL PRESLARAdvisorregistration: previous registration
Nov 6, 2015 to Jun 20, 2018factForm ADV
← WESLEY A THOMPSONAdvisorregistration: previous registration
Jun 20, 2017 to Mar 1, 2018factForm ADV
← NATHAN DOUGLAS O'STEENAdvisorregistration: previous registration
Mar 29, 2017 to May 11, 2017factForm ADV

Controls (3)

← PHILPOTT, JOHN, BRYANOwnerMANAGING MEMBER, ownership code D, individual
Jun 29, 2018 to Dec 4, 2024factForm ADV
← KELLY, THOMAS, KEITHOwnerMEMBER, ownership code C, individual
Jun 29, 2018 to Dec 4, 2024factForm ADV
← Armada-Eynard, Tina, MOwnerCCO, ownership code NA, individual
Sep 26, 2022 to Dec 4, 2024factForm ADV

Moved with (1)

← GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviser2 advisors, team lift out, same day
Jun 12, 2017 to Nov 6, 2015factForm ADV

Dated events

Occurred
Jan 6, 2026
Advisor changed firm
Colby Keston Clark left Aspire Private Capital for Independent Advisor Alliance, Llc (registered 2025-12-09)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2022
Control person joined
M Tina Armada-Eynard (Cco) appeared on Schedule A of Aspire Private Capital
Form ADVobserved 5 days ago
Occurred
Jun 29, 2018
First Form ADV filing
Aspire Private Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b8990cd-3254-95d1-d9dc-c06b48f013f4
First observed: Jun 29, 2018
Last observed: Aug 20, 2026 31 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ASPIRE PRIVATE CAPITAL

ASPIRE PRIVATE CAPITAL, LLC, CRD 154116

CORNELIUS, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2b8990cd-3254-95d1-d9dc-c06b48f013f4

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN BRYAN PHILPOTT

n/a

CORNELIUS, NC

THOMAS JAMES FARRELL

Certified Financial Planner

CORNELIUS, NC

THOMAS KEITH KELLY

n/a

CORNELIUS, NC

JAIME LUIS GUEVARA

n/a

CORNELIUS, NC

n/a

Gregory Garrard Padgitt

Certified Financial Planner

CORNELIUS, NC

Antonio Montez Burkett

Certified Financial Planner

CORNELIUS, NC

TRENTON ALEXANDER DERRICK

n/a

CORNELIUS, NC

Wesley C Taylor

Certified Financial Planner

CORNELIUS, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Armada-Eynard, Tina, M

Cco

yes

09/2022

Sep 26, 2022

Dec 4, 2024

KELLY, THOMAS, KEITH

Member

yes

01/2014

Jun 29, 2018

Dec 4, 2024

PHILPOTT, JOHN, BRYAN

MANAGING MEMBER

yes

05/2010

Jun 29, 2018

Dec 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COVENANT PRIVATE CAPITAL, INC.

n/a

yes

n/a

ESTATE & RETIREMENT CONSULTANTS OF THE FOOTHILLS, INC.

n/a

yes

n/a

PIER 28 REALTY, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Hickory

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$510M

$505M

n/a

2024

Mar 27, 2025

$456M

$450M

n/a

2023

Mar 27, 2024

$388M

$377M

n/a

2022

Mar 20, 2023

$296M

$282M

n/a

2021

Mar 29, 2022

$339M

$335M

n/a

2020

Mar 31, 2021

$299M

$270M

n/a

2019

Mar 30, 2020

$231M

n/a

2018

Mar 30, 2019

$174M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$510M

$456M

11.9%

$296M

19.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Jun 12, 2017

Nov 6, 2015

SARASOTA, FL

Team lift out

Other

1.1%