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RIA / WealthAdvisorCertified Financial Planner25 years in industry

PHILIP BRIAN DORTCH

Advisor at ASPIRE PRIVATE WEALTH COUNSEL, LLC

KNOXVILLE, TN

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Search this name across graphsid dfx:ria:eb1cebd7-4a0f-d6a0-9635-0cc33dec188a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2004 to Sep 14, 2026

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

Current firm: ASPIRE PRIVATE WEALTH COUNSEL, LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 21, 2001
First registration: Jan 28, 2004
Dual registered: no
IAPD individual key: 2963881

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPIRE PRIVATE WEALTH COUNSEL, LLC	Former SEC adviser	Jan 3, 2025	n/a	yes	KNOXVILLE, TN	Current employment
VISIONARY HORIZONS, LLC	Independent wealth	Dec 14, 2012	Jun 10, 2016	no	KNOXVILLE, TN	Previous registration
DORTCH CAPITAL MANAGEMENT, LLC	n/a	Jul 9, 2008	Jul 2, 2012	no	KNOXVILLE, TN	Previous registration
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	n/a	Jan 28, 2004	Oct 31, 2006	no	KNOXVILLE, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VISIONARY HORIZONS, LLC	ASPIRE PRIVATE WEALTH COUNSEL, LLC	Jun 10, 2016	Jan 3, 2025	3,129	Firm change after gap	Other
DORTCH CAPITAL MANAGEMENT, LLC	VISIONARY HORIZONS, LLC	Jul 2, 2012	Dec 14, 2012	165	Firm change	Other
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	DORTCH CAPITAL MANAGEMENT, LLC	Oct 31, 2006	Jul 9, 2008	617	Firm change after gap	Other

Relationships

Registered with (4)

→ ASPIRE PRIVATE WEALTH COUNSEL, LLCRegistered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ VISIONARY HORIZONS, LLCRegistered adviserregistration: previous registration
Dec 14, 2012 to Jun 10, 2016factForm ADV
→ DORTCH CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 9, 2008 to Jul 2, 2012factForm ADV
→ AMSOUTH INVESTMENT MANAGEMENT COMPANY LLCRegistered adviserregistration: previous registration
Jan 28, 2004 to Oct 31, 2006factForm ADV

Dated events

No dated event names this entity yet.