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CRD 171988
MERIDIAN, ID
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT JOHN NETZLY | n/a | MERIDIAN, ID | 6 | 17 | 4 | no |
| Zachary Stone | n/a | MERIDIAN, ID | 5 | 11 | 1 | no |
| TIMOTHY NATHAN SCHWARZENBERGER | Chartered Financial Analyst | MERIDIAN, ID | 4 | 20 | 1 | no |
| DARRELL WARD JAYROE | Certified Financial Planner|Chartered Financial Analyst | MERIDIAN, ID | Tulsa, OK | 3 | 32 | 5 | no |
| Zachary Michael Tornquist | n/a | MERIDIAN, ID | 3 | 10 | 2 | no |
| Peter San | n/a | MERIDIAN, ID | 3 | 13 | n/a | no |
| WILLIAM ANDREW STONER | n/a | Covington, LA | MERIDIAN, ID | 3 | 11 | 1 | no |
| Daniel Frank Mastrolonardo | n/a | MERIDIAN, ID | 2 | 10 | n/a | no |
| Travis C Yenor | n/a | MERIDIAN, ID | 1 | 10 | n/a | no |
| Joshua Souza Hanna | n/a | MERIDIAN, ID | 1 | 13 | n/a | no |
| Ryan James Wickersham | n/a | MERIDIAN, ID | 0 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| INSPIRE IMPACT GROUP, LLC | Member | E | yes | 12/2017 | Mar 14, 2018 | Oct 29, 2024 |
| NETZLY, ROBERT, JOHN | Ceo | D | yes | 06/2014 | Jan 6, 2017 | Oct 29, 2024 |
| MOON, AARON, DOUGLAS | CHIEF COMPLIANCE OFFICER/PRESIDENT & COO | Na | no | 01/2017 | Jan 30, 2017 | Oct 29, 2024 |
| NETZLY, ROBERT, JOHN | Ceo | Na | no | 06/2014 | Jan 6, 2017 | Oct 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INSPIRE ADVISORS, LLC | n/a | Independent wealth | $1.3B | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Hollister | CA | United States | 1 | yes |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $4.0B | $4.0B | 33 | 4 | 3 | n/a | n/a |
| 2024 | Apr 3, 2025 | $2.9B | $2.9B | 34 | 4 | 3 | n/a | n/a |
| 2023 | Mar 26, 2024 | $2.6B | $2.6B | 26 | 2 | 2 | n/a | n/a |
| 2022 | Feb 28, 2023 | $2.0B | $2.0B | 23 | 2 | 2 | n/a | n/a |
| 2021 | Mar 15, 2022 | $2.0B | $2.0B | 35 | 3 | 4 | n/a | n/a |
| 2020 | Mar 3, 2021 | $1.3B | $1.3B | 15 | 4 | 5 | n/a | n/a |
| 2019 | Mar 26, 2020 | $635M | $635M | 13 | 4 | 2 | n/a | n/a |
| 2018 | Jan 25, 2019 | $252M | $252M | 9 | 6 | 3 | n/a | n/a |
| 2017 | Mar 14, 2018 | $131M | $131M | 13 | 6 | 4 | n/a | n/a |
| 2016 | Jan 30, 2017 | $55.8M | $55.8M | 9 | 7 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 2 | -1 | 16.7% | 0 | 1 | 0 | 2 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.0B | $2.9B | 38.7% | $2.0B | 24.9% | 33 | 34 | 3 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| INSPIRE ADVISORS, LLC | 4 | Feb 18, 2019 | Jan 1, 2026 | MERIDIAN, ID | Firm absorbed | Other | 50.0% |