DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Aspiriant, LLC

Independent wealth managerLos Angeles, CaliforniaCRD 146720SEC 801-68987website IAPD

Latest filing Aug 21, 2026

First filing on the tape Mar 29, 2012 · 75 filings

SEC status approved since Apr 8, 2008

RAUM

$18B

reported, Item 5.F

Discretionary

81%

of RAUM

Private clients

93%

$17B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$247M

derived; firm RAUM over IAPD count

Employees

218

105 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

75 filings and snapshots on the tape

RAUM$18B as of Aug 21, 2026

Mar 29, 2012$4.4B then

HNW client RAUM$17B as of Aug 21, 2026

Mar 28, 2018$10B then

State-registered IARs (5.B.3)74 as of Aug 21, 2026

Mar 29, 20120 then

Employees (5.A)218 as of Aug 21, 2026

Mar 28, 2013119 then

Private funds2 as of Mar 31, 2021

Mar 29, 20125 then

RAUM +16% over the last fiscal year+11% a year over threeIARs 74 to 74

Practice profile

derived from the filing of Aug 21, 2026; every figure names its basis

Archetypes, each a printed rule

Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)

RAUM per advisor: $247MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 32derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $9.9MderivedHNW RAUM over HNW clients
Average account: $1.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 81%derivedof RAUM
Institutional: 1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 3.0derivedItem 5.A over advisors
Advisors per office: 7.3derived10 offices incl. principal (1.F.5)
RAUM growth, one year: +16%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +6.1%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
Financial planning clients: 1,000reportedItem 5.H
Custody: $902M, 180 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$17B92%
Corporations and businesses$712M3.9%
Charitable organizations$323M1.8%
Individuals$259M1.4%
Investment companies$149M0.8%
Pension and profit-sharing plans$4.2M0.0%

Individual clients: 627reported
HNW clients: 1,683reported
Pension plan clients: 2reported
Charitable clients: 13reported
Accounts: 12,173reported
Financial planning clients: 1,000reported
Wrap fee programs: noreported
Custody of client assets: $902M for 180 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.93 fund_share=0.01 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

73 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Brett Allen GookinCertified Financial Planner	Los Angeles, Ca	Aug 6, 2008	27 y	0
Sandra Leigh BragarCertified Financial Planner	San Francisco, Ca	Aug 6, 2008	20 y	2
Gregory Ryan SchickCertified Financial Planner	Los Angeles, Ca	Aug 6, 2008	29 y	2
Sam Lee	Los Angles, Ca	Aug 6, 2008	21 y	1
Carl David Forster	Los Angeles, Ca	Aug 6, 2008	28 y	1
Karen Ruth BlodgettCertified Financial Planner	San Francisco, Ca	Aug 6, 2008	18 y	0
Michael Stuart Angell	Los Angeles, Ca	May 13, 2009	18 y	0
Robert Joseph Francais	Los Angeles, Ca	Jun 2, 2009	17 y	0
Andrew Patrick HamiltonCertified Financial Planner	Los Angeles, Ca	Nov 3, 2011	24 y	0
John Patrick PetrieCertified Financial Planner	Pewaukee, Wi	Jul 9, 2012	29 y	2
Philip James KastenholzChartered Financial Analyst	Pewaukee, Wi	Jul 9, 2012	25 y	2
Paul John NikolaiCertified Financial Planner	Los Angeles, Ca	Jul 10, 2012	34 y	2
Gregory Paul FasigCertified Financial Planner	Los Angeles, Ca	Jul 10, 2012	21 y	2
Peter Lewin Schwartz	Los Angeles, Ca	Jul 16, 2012	22 y	2
Mary Ellen Krueger	Los Angeles, Ca	Jul 19, 2012	25 y	2
Adam Everett StanleyCertified Financial Planner	Los Angeles, Ca	Jan 13, 2014	16 y	1
David Edward MuchowCertified Financial Planner	Los Angeles, Ca	Feb 7, 2014	20 y	1
Marc CastellaniCertified Financial Planner	Los Angeles, Ca	Oct 26, 2015	22 y	1
Myles D RushCertified Financial Planner	Los Angeles, Ca	Jan 4, 2016	14 y	2
Mark PetrieCertified Financial Planner, Chartered Financial Analyst	Los Angeles, Ca	Jan 4, 2016	33 y	1
Linda Kaye KitchensCertified Financial Planner	Los Angeles, Ca	Jan 4, 2016	29 y	1
Devin Duffy Cruise	Los Angeles, Ca	Apr 1, 2016	20 y	3
Nathan Sorenson KublankCertified Financial Planner	Los Angeles, Ca	Oct 19, 2016	21 y	3
Ryan Paul BensonCertified Financial Planner	Irvine, Ca	Oct 19, 2016	10 y	0
Gavin Paul NeilChartered Financial Analyst	San Francisco, Ca	Jan 24, 2017	12 y	0
Jordan Hight OverbyCertified Financial Planner	San Francisco, Ca	Jan 27, 2017	10 y	0
Darryl Randolph RaeCertified Financial Planner	Los Angeles, Ca	Feb 1, 2017	27 y	1
Nayan Prafulchandra LapsiwalaCertified Financial Planner	Mountain View, Ca	Feb 1, 2017	19 y	1
Talia Pierluissi	Mountain View, Ca	Feb 1, 2017	20 y	1
Natalie Ann MorrellaCertified Financial Planner	Mountain View, Ca	Feb 1, 2017	22 y	1
Helen Ann DietzCertified Financial Planner	Mountain View, Ca	Feb 1, 2017	38 y	1
Lani Asha Kapur RainsCertified Financial Planner	San Francisco, Ca	May 9, 2017	19 y	0
Jason Baron ShemtobCertified Financial Planner	San Francisco, Ca	Mar 21, 2018	10 y	0
Cliff C LohCertified Financial Planner	Los Angeles, Ca	Jun 18, 2018	18 y	2
Ryan Trager Nelson	Los Angeles, Ca	Dec 3, 2018	18 y	4
Mindy Beth TankelCertified Financial Planner	Los Angeles, Ca	Feb 28, 2019	25 y	4
Corey J MaderChartered Financial Analyst	Los Angeles, Ca	Mar 7, 2019	12 y	0
Michelle M EversmanCertified Financial Planner	Los Angeles, Ca	Mar 16, 2020	11 y	0
Nicholas Hogan RuzetteCertified Financial Planner	Los Angeles, Ca	Mar 26, 2020	13 y	2
Virginia Irene King	Los Angeles, Ca	Jan 5, 2021	18 y	0

All 73 advisors at Aspiriant, LLC

Advisor movement

1 left, 5 joined in 12 months

net +4 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 1.4% of current headcount3 left over 36 months

Left, latest

Jason Michael Kiss to Cibc Private Wealth Advisors, Inc.
Oct 15, 2025 · RIA to affiliated broker-dealer or bank
Mitchell Ito to Hightower Advisors, LLC
May 28, 2025 · RIA to affiliated broker-dealer or bank
Rohit Bharat Mansukhani to Corient
Mar 13, 2025 · RIA to RIA
Orin Alan Winick to Manhattan West Asset Management, LLC
Feb 14, 2023 · RIA to RIA
Andrew Thomas Becket to Laguna Wealth Advisors, LLC
May 16, 2022 · RIA to RIA
Angie Marie Grainger to Prosperent Capital, LLC
Mar 23, 2022 · RIA to a state-registered adviser
Mary Elizabeth Schall to Mariner
Jan 11, 2022 · RIA to affiliated broker-dealer or bank
Elizabeth Michelle Misak to True Link Financial Advisors
Dec 20, 2021 · Other
Stephen James Simon to Stifel, Nicolaus & Company, Incorporated
Nov 16, 2020 · RIA to affiliated broker-dealer or bank
Thomas Hsin Lo to Vested Financial Planning, LLC
May 31, 2018 · RIA to RIA
Kaleb Kevin Paddock to Ten Talents Financial Planning LLC
May 31, 2018 · RIA to a state-registered adviser
Matthew Ross Adams to Dowling & Yahnke, LLC
May 1, 2017 · Other
Jane K Yoo to Jane Financial, LLC
Apr 13, 2017 · Other
Kenneth Charles Gott to Meritas Wealth Management, LLC
Mar 17, 2015 · Other
Jason Terrance Thomas to Portfolio Design Labs, LLC
Jun 4, 2013 · Other

Joined, latest

Daniel M Moas from Southport Capital
Jan 28, 2026 · Other
Bradley Alan Weber from Deloitte Investment Advisors LLC
Jan 7, 2026 · Other
Jan Nicole Ramirez Vega from Gfo Advisory Services, LLC
Jan 7, 2026 · Other
Ami S Aranha from Callan Capital, LLC
Jan 5, 2026 · RIA to RIA
Gretchen Carol Hollstein from Litman Gregory Wealth Management, LLC
Sep 30, 2025 · RIA to RIA
Fernando Sanchez from Louis Barajas & Associates
Apr 17, 2025 · Other
Stephen Kaichiro Kawasaki from Balasa Dinverno Foltz LLC
Mar 15, 2025 · Other
Gina Marie Willkomm from Wealth Quest Partners, Inc.
Feb 28, 2025 · RIA to RIA
Lina M Sanchez from Mg&A Wealth
Dec 18, 2024 · RIA to RIA
Timothy Winfield Harvey from The Mather Group, LLC
Oct 21, 2024 · RIA to RIA
Emilio V Alix-Brantley from Morgan Stanley
Oct 17, 2024 · Wirehouse to independent RIA
Michael Willis King from Truist Advisory Services, Inc.
Aug 11, 2023 · Affiliated broker-dealer or bank to independent RIA
Michael Wu from Truist Advisory Services, Inc.
Mar 29, 2022 · Affiliated broker-dealer or bank to independent RIA
Paul Joseph Hynes from Hearthstone | Private Wealth Management
Dec 3, 2021 · RIA to RIA
Wendy Carol Wildey from Hearthstone | Private Wealth Management
Dec 3, 2021 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

4 joined from Hearthstone | Private Wealth Management
Dec 31, 2021 · San Diego, Ca · Firm absorbed
2 joined from Stanford Investment Group, Inc.
Mar 28, 2017 · Mountain View, Ca
5 joined from Stanford Investment Group, Inc.
Feb 9, 2017 · Mountain View, Ca · Firm absorbed
4 joined from Hokanson Associates, Inc.
Jan 4, 2016 · Solana Beach, Ca · Firm absorbed

Teams out Teams in

Private funds

6 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Advanced Capital Intelligence Global Income Opportunities Fund, L.P.no longer reported	Other Private Fund	$326M	98	Mar 29, 2012
Global Real Estate Opportunities, L.P.no longer reported	Real Estate Fund	$166M	138	Mar 29, 2012
Global Capital Opportunities, L.P.no longer reported	Private Equity Fund	$152M	101	Mar 29, 2012
Advanced Capital Intelligence Global Real Estate Opportunities, (Cayman) Ltd.no longer reported	Real Estate Fund	$36.9M	94	Mar 29, 2012
Advanced Capital Intelligence Global Real Estate Opportunities (Te), L.P.no longer reported	Real Estate Fund	$8.5M	86	Jul 6, 2012
Advanced Capital Intelligence Global Capital Opportunities, (Cayman) Ltd.no longer reported	Private Equity Fund	$8.0M	84	Mar 29, 2012

Owners and control persons

Schedule A and B, latest filing

David John Allen · Chief Investment Officercontrol
since 01/2014 · owns less than 5%
Paul Ryan Benson · Board Of Directorscontrol
since 01/2022 · owns less than 5%
Ruth Karen Blodgett · Board Of Directors - Chaircontrol
since 01/2019 · owns less than 5%
Lynne Born · Chief Practice Officercontrol
since 01/2022 · owns less than 5%
Leigh Sandra Bragar · Chief Client Officercontrol
since 01/2022 · owns less than 5%
Marc Castellani · Board Of Directors- Chaircontrol
since 01/2025 · owns less than 5%
Ann Helen Dietz · Board Of Directors Director Directorcontrol
since 01/2025 · owns less than 5%
Ann Cameron Doder · Chief Marketing Officercontrol
since 03/2021 · owns less than 5%
Joseph Robert Francais · Chief Executive Officer, Board Of Directorscontrol
since 11/2009 · owns less than 5%
Susan Shanda Gentry · Chief Compliance Officercontrol
since 03/2022 · owns less than 5%
Ann Summer Hammons · Chief People Officercontrol
since 02/2021 · owns less than 5%
Stanton Douglas Hendrickson · Chief Financial Officercontrol
since 07/2016 · owns less than 5%
S Young Kim · Chief Client Service Operations Officercontrol
since 03/2024 · owns less than 5%
Christopher Michael Lavalle · General Counselcontrol
since 06/2023 · owns less than 5%
Joanna Lohkamp · Independent Board Of Directorcontrol
since 01/2022 · owns less than 5%
Alec Manoukian · Chief Technology Officercontrol
since 07/2023 · owns less than 5%
Conrado Marcelo Modica · Independent Board Of Directorcontrol
since 04/2022 · owns less than 5%
Paul Gavin Neil · Board Of Directorscontrol
since 09/2025 · owns less than 5%
Ryan Gregory Schick · Board Of Directorscontrol
since 01/2024 · owns less than 5%
Paul Ryan Benson · Board Of Directorcontrol
since 01/2022 · owns F of Aspiriant Holdings S5, LLC
Paul Ryan Benson · Board Membercontrol
since 01/2022 · owns F of Aspiriant Holdings S2, LLC
Paul Ryan Benson · Board Membercontrol
since 01/2022 · owns F of Aspiriant Holdings, LLC
Ruth Karen Blodgett · Chairman, Board Of Directorscontrol
since 01/2019 · owns F of Aspiriant Holdings S2, LLC
Ruth Karen Blodgett · Chairman, Board Of Directorscontrol
since 01/2019 · owns F of Aspiriant Holdings, LLC
Ruth Karen Blodgett · Chairman, Board Of Directorscontrol
since 01/2019 · owns F of Aspiriant Holdings S5, LLC
Marc Castellani · Board Of Directorcontrol
since 01/2022 · owns F of Aspiriant Holdings, LLC
Marc Castellani · Board Of Directorcontrol
since 01/2022 · owns F of Aspiriant Holdings S5, LLC
Marc Castellani · Board Of Directorcontrol
since 01/2022 · owns F of Aspiriant Holdings S2, LLC
Ann Helen Dietz · Membercontrol
since 02/2017 · owns 50% to 75% of Aspiriant Holdings S5, LLC
Joseph Robert Francais · Board Of Directorcontrol
since 04/2022 · owns F of Aspiriant Holdings, LLC

Entity owners

Aspiriant Holdings S2, LLC · Member
direct · owns 25% to 50%
Aspiriant Holdings, LLC · Member
direct · owns 50% to 75%
Aspiriant Holdings S5, LLC · Member
direct · owns 5% to 10%

Related persons

Schedule D 7.A

Stategic Planning Law Group, P.C.
n

Advisers that list Aspiriant, LLC as a related person

154619 y

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Los Angeles, Ca · principal	73	9	0
San Francisco, Ca	17	2	1
Mountain View, Ca	9	1	0
San Diego, Ca	9	1	0
New York, Ny	8	0	0
Pewaukee, Wi	6	0	0
Cincinnati, Oh	3	0	0
Austin, Tx	2	0	0
Irvine, Ca	2	0	0

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 3 since 2015, 0 in 24 monthsderived
Advisors acquired: 13derived
Still registered after 90 days: 92% of 13derived
After 180 days: 92% of 13derived
After 365 days: 92% of 13derived
After 730 days: 77% of 13derived
Team lift-outs after: 0derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

San Francisco, CA22 employees
Pewaukee, WI11 employees
San Diego, CA11 employees
Mountain View, CA10 employees
New York, NY9 employees
Cincinnati, OH4 employees
Irvine, CA3 employees
Austin, TX2 employees
Minnetonka, MN2 employees

ADV anomalies

7 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Aug 21, 2026
NEIL, GAVIN, PAUL (BOARD OF DIRECTORS) appeared on Schedule A between the filings of 2024-06-27 and 2026-08-21
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Aug 21, 2026
Modica, Marcelo, Conrado (INDEPENDENT BOARD OF DIRECTOR) left Schedule A between the filings of 2024-06-27 and 2026-08-21
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Aug 21, 2026
DODER, CAMERON, ANN (CHIEF MARKETING OFFICER) left Schedule A between the filings of 2024-06-27 and 2026-08-21
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Aug 21, 2026
SCHICK, GREGORY, RYAN (BOARD OF DIRECTOR) left Schedule A between the filings of 2024-06-27 and 2026-08-21
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Aug 21, 2026
HENDRICKSON, DOUGLAS, STANTON (CHIEF FINANCIAL OFFICER) left Schedule A between the filings of 2024-06-27 and 2026-08-21
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Aug 21, 2026
BLODGETT, KAREN, RUTH (BOARD OF DIRECTORS - CHAIR) left Schedule A between the filings of 2024-06-27 and 2026-08-21
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Aug 21, 2026
Lohkamp, Joanna (INDEPENDENT BOARD OF DIRECTOR) left Schedule A between the filings of 2024-06-27 and 2026-08-21
peers: independent wealth managers, $5B to $20B (289)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 11,731 to 12,173
Jan 13, 2026 to Mar 30, 2026
Advisory employees · 97 to 105
Jan 13, 2026 to Mar 30, 2026
Charity clients · 15 to 13
Jan 13, 2026 to Mar 30, 2026
HNW clients · 1,563 to 1,683
Jan 13, 2026 to Mar 30, 2026
Individual clients · 614 to 627
Jan 13, 2026 to Mar 30, 2026
Pension plan clients · 3 to 2
Jan 13, 2026 to Mar 30, 2026
Assets in custody · $737M to $902M
Jan 13, 2026 to Mar 30, 2026
Employees · 212 to 218
Jan 13, 2026 to Mar 30, 2026
Discretionary RAUM · $13B to $15B
Jan 13, 2026 to Mar 30, 2026
HNW RAUM · $14B to $17B
Jan 13, 2026 to Mar 30, 2026
Individual RAUM · $251M to $259M
Jan 13, 2026 to Mar 30, 2026
Non-discretionary RAUM · $3.0B to $3.4B
Jan 13, 2026 to Mar 30, 2026
Pension RAUM · $4.0M to $4.2M
Jan 13, 2026 to Mar 30, 2026
RAUM · $16B to $18B
Jan 13, 2026 to Mar 30, 2026
Financial planning clients · More than 500 to More than 500
May 19, 2025 to Jun 5, 2025
Accounts · 11,103 to 11,731
Jan 3, 2025 to Apr 4, 2025
Advisory employees · 95 to 97
Jan 3, 2025 to Apr 4, 2025
Charity clients · 16 to 15
Jan 3, 2025 to Apr 4, 2025
HNW clients · 1,516 to 1,563
Jan 3, 2025 to Apr 4, 2025
Individual clients · 609 to 614
Jan 3, 2025 to Apr 4, 2025
Assets in custody · $536M to $737M
Jan 3, 2025 to Apr 4, 2025
Employees · 204 to 212
Jan 3, 2025 to Apr 4, 2025
State-registered IARs · 68 to 74
Jan 3, 2025 to Apr 4, 2025
Discretionary RAUM · $11B to $13B
Jan 3, 2025 to Apr 4, 2025
HNW RAUM · $14B to $14B
Jan 3, 2025 to Apr 4, 2025
Individual RAUM · $256M to $251M
Jan 3, 2025 to Apr 4, 2025
Non-discretionary RAUM · $3.7B to $3.0B
Jan 3, 2025 to Apr 4, 2025
Pension RAUM · $5.8M to $4.0M
Jan 3, 2025 to Apr 4, 2025
RAUM · $15B to $16B
Jan 3, 2025 to Apr 4, 2025
Assets in custody · $5.4B to $536M
Jun 28, 2024 to Nov 13, 2024
Accounts · 10,745 to 11,103
Jan 4, 2024 to Mar 28, 2024
Advisory employees · 93 to 95
Jan 4, 2024 to Mar 28, 2024
Charity clients · 8 to 16
Jan 4, 2024 to Mar 28, 2024
Corporate clients · 26 to 29
Jan 4, 2024 to Mar 28, 2024
HNW clients · 1,464 to 1,516
Jan 4, 2024 to Mar 28, 2024
Individual clients · 687 to 609
Jan 4, 2024 to Mar 28, 2024
Pension plan clients · 4 to 3
Jan 4, 2024 to Mar 28, 2024
Assets in custody · $120M to $5.4B
Jan 4, 2024 to Mar 28, 2024
Employees · 197 to 204
Jan 4, 2024 to Mar 28, 2024
State-registered IARs · 62 to 68
Jan 4, 2024 to Mar 28, 2024

Signals

33 dated events

Jason Michael Kiss left Aspiriant, Llc for Cibc Private Wealth Advisors, Inc. (registered 2025-10-17)
Oct 15, 2025 · Advisor changed firm · fact
Mitchell Ito left Aspiriant, Llc for Hightower Advisors, Llc (registered 2025-06-10)
May 28, 2025 · Advisor changed firm · fact
Rohit Bharat Mansukhani left Aspiriant, Llc for Corient (registered 2025-06-10)
Mar 13, 2025 · Advisor changed firm · fact
S Young Kim (Chief Client Service Operations Officer) appeared on Schedule A of Aspiriant, Llc
Jun 27, 2024 · Control person joined · fact
Marc Castellani (Board Of Directors) appeared on Schedule A of Aspiriant, Llc
Mar 28, 2024 · Control person joined · fact
Alec Manoukian (Chief Technology Officer) appeared on Schedule A of Aspiriant, Llc
Mar 28, 2024 · Control person joined · fact
J Mark Castellani (Director) no longer on Schedule A of Aspiriant, Llc (listed 2024-01-04, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Ryan Gregory Schick (Director) appeared on Schedule A of Aspiriant, Llc
Jan 4, 2024 · Control person joined · fact
Gregory Thomas Tracy (Director) no longer on Schedule A of Aspiriant, Llc (listed 2023-12-04, absent 2024-01-04)
Jan 4, 2024 · Control person left · inference
Christopher Michael Lavalle (General Counsel) appeared on Schedule A of Aspiriant, Llc
Jun 13, 2023 · Control person joined · fact
Sangree Marc Primiani (General Counsel) no longer on Schedule A of Aspiriant, Llc (listed 2022-12-02, absent 2023-03-28)
Mar 28, 2023 · Control person left · inference
Orin Alan Winick left Aspiriant, Llc for Manhattan West Asset Management, Llc (registered 2023-07-12)
Feb 14, 2023 · Advisor changed firm · fact
Conrado Marcelo Modica (Independent Board Of Director) appeared on Schedule A of Aspiriant, Llc
Sep 16, 2022 · Control person joined · fact
Andrew Thomas Becket left Aspiriant, Llc for Laguna Wealth Advisors, Llc (registered 2022-08-21)
May 16, 2022 · Advisor changed firm · fact
Susan Shanda Gentry (Chief Compliance Officer) appeared on Schedule A of Aspiriant, Llc
Mar 30, 2022 · Control person joined · fact
Harris Michael Kossman (Chief Operating Officer/Chief Compliance Officer) no longer on Schedule A of Aspiriant, Llc (listed 2022-01-20, absent 2022-03-30)
Mar 30, 2022 · Control person left · inference
Angie Marie Grainger left Aspiriant, Llc for Prosperent Capital, Llc (registered 2026-01-26)
Mar 23, 2022 · Advisor changed firm · fact
Mark Petrie (Director) no longer on Schedule A of Aspiriant, Llc (listed 2021-11-01, absent 2022-01-20)
Jan 20, 2022 · Control person left · inference
Susan Lorraine Fox (Director) no longer on Schedule A of Aspiriant, Llc (listed 2021-11-01, absent 2022-01-20)
Jan 20, 2022 · Control person left · inference
John Paul Nikolai (Director) no longer on Schedule A of Aspiriant, Llc (listed 2021-11-01, absent 2022-01-20)
Jan 20, 2022 · Control person left · inference
David Carl Forster (Director) no longer on Schedule A of Aspiriant, Llc (listed 2021-11-01, absent 2022-01-20)
Jan 20, 2022 · Control person left · inference
Bret Magpiong (Chief Practice Officer) no longer on Schedule A of Aspiriant, Llc (listed 2021-11-01, absent 2022-01-20)
Jan 20, 2022 · Control person left · inference
Joanna Lohkamp (Board Of Directors) appeared on Schedule A of Aspiriant, Llc
Jan 20, 2022 · Control person joined · fact
J Mark Castellani (Director) appeared on Schedule A of Aspiriant, Llc
Jan 20, 2022 · Control person joined · fact
Leigh Sandra Bragar (Chief Client Officer) appeared on Schedule A of Aspiriant, Llc
Jan 20, 2022 · Control person joined · fact
Paul Ryan Benson (Director) appeared on Schedule A of Aspiriant, Llc
Jan 20, 2022 · Control person joined · fact
Lynne Born (Chief Practice Officer) appeared on Schedule A of Aspiriant, Llc
Jan 20, 2022 · Control person joined · fact
Mary Elizabeth Schall left Aspiriant, Llc for Mariner (registered 2022-01-27)
Jan 11, 2022 · Advisor changed firm · fact
Jeffery Kenneth Anderson (Director) no longer on Schedule A of Aspiriant, Llc (listed 2021-09-28, absent 2021-10-20)
Oct 20, 2021 · Control person left · inference
Ann Summer Hammons (Chief People Officer) appeared on Schedule A of Aspiriant, Llc
Mar 31, 2021 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

Aspiriant, LLC · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Business email: info@aspiriant.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: manager.research@aspiriant.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 858-519-1892reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: LINKEDIN.COM/COMPANY/ASPIRIANTreportedpublic record, Form ADV, Sep 17, 2026
Website: ASPIRIANT.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 310-806-4000reportedpublic record, Form ADV, Aug 21, 2026
Contact form: aspiriant.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page: aspiriant.com/practice-area/leadershipreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $247Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

Aspiriant, LLC is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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