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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ASPIRE CAPITAL ADVISORS LLC

CRD 298366

SEATTLE, WA

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:359393ff-e3bc-be05-dca7-6ee31fd6f8bb

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 0
Observed: Mar 17, 2020 to Apr 2, 2026
19 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=0.82 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $94.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 12
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 5,393
Individual clients: 1,692
High net worth clients: 264
Custody, client assets: $273M
SEC number: 801-118452
CRD: 298366
Filings on the tape: 19
First filed: Mar 17, 2020
Latest filed: Apr 2, 2026
Organised: Limited Liability Company, WA
Website: investwithaspire.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 ANGELO FLAVIN	Certified Financial Planner\|Chartered Financial Consultant	SEATTLE, WA	7	29	1	no
CHARLES HOWARD SCHEINBAUM	n/a	Kirkland, WA \| SEATTLE, WA	5	24	4	no
TIMOTHY LEE BOVEY	Chartered Financial Consultant	Kirkland, WA \| SEATTLE, WA	5	29	3	no
SHAUN JEFFERY DEAN	n/a	Kirkland, WA \| SEATTLE, WA	5	28	3	no
ANGELA MARIE Jolley	Certified Financial Planner	SEATTLE, WA \| Mukilteo, WA	5	25	5	no
MICHELLE DARLENE GEORGE	n/a	SEATTLE, WA \| Kirkland, WA	5	16	2	yes
Michelle Renee Fjetland	n/a	Kirkland, WA \| SEATTLE, WA	3	17	n/a	no
Bryan James Halicki	Chartered Financial Consultant	SEATTLE, WA \| Burnsville, MN	3	14	3	yes
Eric Russell Lansford	n/a	Tacoma, WA \| SEATTLE, WA	3	27	2	no
Emir Kljucanin	n/a	SEATTLE, WA	2	11	n/a	no
Sheila Snowdon	n/a	TACOMA, WA \| SEATTLE, WA	1	14	4	no
TYLER CARL PROFFITT	n/a	SEATTLE, WA	1	20	n/a	no
Katherine Jean Policani	n/a	MUKILTEO, WA \| SEATTLE, WA	0	11	n/a	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
FLAVIN, JOHN, ANGELO	MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	yes	08/2018	Apr 2, 2026	Apr 2, 2026
Flavin, Shannon, Crotty	Principal	D	yes	08/2018	Apr 2, 2026	Apr 2, 2026

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
FLAVIN FINANCIAL INC.	n/a	n/a	n/a	Y	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
Kirkland	Wa	United States	6	yes
Burnsville	Mn	United States	1	yes
Mukilteo	Wa	United States	1	yes
Tacoma	Wa	United States	1	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; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$1.2B	$1.2B	22	12	5	n/a	n/a
2024	Mar 26, 2025	$1.0B	$1.0B	22	10	5	n/a	n/a
2023	Mar 20, 2024	$818M	$818M	21	11	4	n/a	n/a
2022	Mar 28, 2023	$565M	$565M	12	6	2	n/a	n/a
2021	Mar 23, 2022	$594M	$594M	12	7	2	n/a	n/a
2020	Mar 21, 2021	$165M	$165M	4	2	0	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
0	0	0	0.0%	0	0	0	1	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	$1.2B	$1.0B	22.5%	$565M	29.7%	22	22	5	5

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARBOR POINT ADVISORS	4	Jul 1, 2021	Jul 1, 2021	KIRKLAND, WA	Team lift out	Ibd to RIA	1.8%

Relationships

Registered with (14)

← Katherine Jean PolicaniAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← TYLER CARL PROFFITTAdvisorregistration: current employment
Dec 10, 2024 to presentfactForm ADV
← Sheila SnowdonAdvisorregistration: current employment
Nov 26, 2024 to presentfactForm ADV
← Emir KljucaninAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← Eric Russell LansfordAdvisorregistration: current employment
Aug 28, 2023 to presentfactForm ADV
← Bryan James HalickiAdvisorregistration: current employment
Jun 30, 2023 to presentfactForm ADV
← Michelle Renee FjetlandAdvisorregistration: current employment
Apr 20, 2023 to presentfactForm ADV
← CHARLES HOWARD SCHEINBAUMAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← TIMOTHY LEE BOVEYAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← SHAUN JEFFERY DEANAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← ANGELA MARIE JolleyAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← MICHELLE DARLENE GEORGEAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← JOHN ANGELO FLAVINAdvisorregistration: current employment
Oct 15, 2018 to presentfactForm ADV
← IAN A SOUTHALLAdvisorregistration: previous registration
Sep 15, 2023 to Mar 26, 2024factForm ADV

Controls (2)

← FLAVIN, JOHN, ANGELOOwnerMANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 17, 2020 to Nov 13, 2024factForm ADV
← Flavin, Shannon, CrottyOwnerPRINCIPAL, ownership code D, individual
Mar 17, 2020 to Nov 13, 2024factForm ADV

Moved with (1)

← ARBOR POINT ADVISORSRegistered adviser4 advisors, team lift out
Jul 1, 2021 to Jul 1, 2021factForm ADV

Dated events

Occurred
Mar 26, 2024
Advisor changed firm
Ian A Southall left Aspire Capital Advisors Llc for Cetera Investment Advisers Llc (registered 2024-05-01)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2024
Regulatory AUM changed
Aspire Capital Advisors Llc reported RAUM $817.7M, up 45% from $565.2M (2023-11-21 to 2024-03-20)
Form ADVobserved 4 days ago
$252M
Occurred
Mar 23, 2022
Regulatory AUM changed
Aspire Capital Advisors Llc reported RAUM $593.9M, up 260% from $165.1M (2021-09-20 to 2022-03-23)
Form ADVobserved 4 days ago
$429M
Occurred
Mar 17, 2020
First Form ADV filing
Aspire Capital Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:359393ff-e3bc-be05-dca7-6ee31fd6f8bb
First observed: Mar 17, 2020
Last observed: Apr 2, 2026 5 months 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 CAPITAL ADVISORS LLC

CRD 298366

SEATTLE, WA

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:359393ff-e3bc-be05-dca7-6ee31fd6f8bb

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN ANGELO FLAVIN

Certified Financial Planner|Chartered Financial Consultant

SEATTLE, WA

CHARLES HOWARD SCHEINBAUM

n/a

Kirkland, WA | SEATTLE, WA

TIMOTHY LEE BOVEY

Chartered Financial Consultant

Kirkland, WA | SEATTLE, WA

SHAUN JEFFERY DEAN

n/a

Kirkland, WA | SEATTLE, WA

ANGELA MARIE Jolley

Certified Financial Planner

SEATTLE, WA | Mukilteo, WA

MICHELLE DARLENE GEORGE

n/a

SEATTLE, WA | Kirkland, WA

yes

Michelle Renee Fjetland

n/a

Kirkland, WA | SEATTLE, WA

n/a

Bryan James Halicki

Chartered Financial Consultant

SEATTLE, WA | Burnsville, MN

yes

Eric Russell Lansford

n/a

Tacoma, WA | SEATTLE, WA

Emir Kljucanin

n/a

SEATTLE, WA

n/a

Sheila Snowdon

n/a

TACOMA, WA | SEATTLE, WA

TYLER CARL PROFFITT

n/a

SEATTLE, WA

n/a

Katherine Jean Policani

n/a

MUKILTEO, WA | SEATTLE, WA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLAVIN, JOHN, ANGELO

MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

08/2018

Apr 2, 2026

Flavin, Shannon, Crotty

Principal

yes

08/2018

Apr 2, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FLAVIN FINANCIAL INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Kirkland

United States

yes

Burnsville

United States

yes

Mukilteo

United States

yes

Tacoma

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$1.2B

n/a

2024

Mar 26, 2025

$1.0B

n/a

2023

Mar 20, 2024

$818M

n/a

2022

Mar 28, 2023

$565M

n/a

2021

Mar 23, 2022

$594M

n/a

2020

Mar 21, 2021

$165M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.0B

22.5%

$565M

29.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARBOR POINT ADVISORS

Jul 1, 2021

KIRKLAND, WA

Team lift out

Ibd to RIA

1.8%