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
Inspire Investing, LLC
Latest filing Mar 31, 2026
First filing on the tape Jan 6, 2017 · 65 filings
SEC status approved since Jan 20, 2017
RAUM
$4.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.0%
$78.3M individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$330M
derived; firm RAUM over IAPD count
Employees
33
4 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
65 filings and snapshots on the tape
RAUM$4.0B as of Mar 31, 2026
Jan 30, 2017$55.8M then
HNW client RAUM$14.8M as of Mar 31, 2026
Mar 14, 2018$3.9M then
State-registered IARs (5.B.3)14 as of Mar 31, 2026
Jan 30, 20177 then
Employees (5.A)33 as of Mar 31, 2026
Jan 30, 20179 then
Private funds: no history
RAUM +39% over the last fiscal year+25% a year over threeIARs 14 to 14
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $330MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $8.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 3.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +39%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for investment companies, pension consulting, otherreportedItem 5.G
- 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)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$2.5B63%
- Other investment advisers$1.4B34%
- Individuals$63.5M1.6%
- High-net-worth individuals$14.8M0.4%
- Charitable organizations$5.7M0.1%
- Individual clients
- 425reported
- HNW clients
- 7reported
- Pension plan clients
- n/areported
- Charitable clients
- 12reported
- Accounts
- 455reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.02 fund_share=0.98 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert John Netzly | Meridian, Id | Aug 7, 2020 | 17 y | 4 |
| Zachary Stone | Meridian, Id | Sep 9, 2021 | 11 y | 1 |
| Timothy Nathan SchwarzenbergerChartered Financial Analyst | Meridian, Id | Oct 28, 2021 | 20 y | 1 |
| Darrell Ward JayroeCertified Financial Planner, Chartered Financial Analyst | Meridian, Id | Mar 1, 2023 | 32 y | 5 |
| Zachary Michael Tornquist | Meridian, Id | Jul 11, 2023 | 10 y | 2 |
| Peter San | Meridian, Id | Jul 18, 2023 | 13 y | 0 |
| William Andrew Stoner | Covington, La | Aug 4, 2023 | 11 y | 1 |
| Daniel Frank Mastrolonardo | Meridian, Id | Mar 20, 2024 | 10 y | 0 |
| Travis C Yenor | Meridian, Id | Oct 3, 2024 | 10 y | 0 |
| Joshua Souza Hanna | Meridian, Id | Oct 3, 2024 | 13 y | 0 |
| Ryan James Wickersham | Meridian, Id | Apr 20, 2026 | 11 y | 1 |
Advisor movement
2 left, 1 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount3 left over 36 months
Left, latest
- Mason Scott Craig to Inspire Advisors, LLCJul 8, 2026 · Other
- Brian Jeffrey Sauer to Edward JonesDec 12, 2025 · Other
- Aaron Douglas Moon to Inspire Advisors, LLCJan 2, 2025 · Other
- Matthew Douglas Weinert to Inspire Advisors, LLCJul 24, 2023 · Other
- Joseph Verissimo to Creative Financial Designs, Inc.Mar 29, 2023 · Other
- Darrell Ward Jayroe to Inspire Advisors, LLCDec 31, 2022 · Other
- Ashley Lynn Dunning to Svb Asset ManagementOct 13, 2022 · Other
- John Michael Wildern to Inspire Advisors, LLCMar 29, 2022 · Other
- Aubrey Hix Carlisle to Guidestone AdvisorsMay 20, 2021 · Other
- Joseph Webb to Inspire Advisors, LLCMar 4, 2019 · Other
- Claudia Patricia Hall to Inspire Advisors, LLCFeb 26, 2019 · Other
- Brian Keith Cohoon to Inspire Advisors, LLCFeb 18, 2019 · Other
- Derek Lee Hastings to Inspire Advisors, LLCFeb 18, 2019 · Other
- Carlos Lopez to Two Pillars Asset ManagementOct 5, 2018 · Other
- Benjamin J Malick to Bright Portfolios, LLCApr 6, 2017 · Other
Joined, latest
- Ryan James Wickersham from Hilltop Wealth Advisors, LLCApr 20, 2026 · Other
- Brian Jeffrey Sauer from Avantax Advisory ServicesOct 3, 2024 · Other
- Zachary Michael Tornquist from Charles Schwab & Co., Inc.Jul 11, 2023 · Other
- Darrell Ward Jayroe from Inspire Advisors, LLCMar 1, 2023 · Other
- Matthew Douglas Weinert from Desert Rose Capital Management, Inc.Dec 5, 2022 · Other
- John Michael Wildern from 2nd Vote Advisers, LLC.Jan 21, 2022 · Other
- Timothy Nathan Schwarzenberger from Inspire Advisors, LLCOct 28, 2021 · Other
- Zachary Stone from Inspire Advisors, LLCSep 9, 2021 · Other
- Ashley Lynn Dunning from Inspire Advisors, LLCAug 12, 2020 · RIA to RIA
- Robert John Netzly from Creative Financial Designs, Inc.Aug 7, 2020 · Other
- Aubrey Hix Carlisle from Upright Financial, LLCJul 10, 2020 · Other
- Joseph Webb from Sb Advisory, LLCFeb 11, 2019 · Other
- Claudia Patricia Hall from Thrivent Investment Management Inc.Feb 7, 2019 · Other
- Derek Lee Hastings from The Wealth Consulting GroupFeb 6, 2019 · Other
- Brian Keith Cohoon from Osaic Fs, Inc.Aug 9, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for Inspire Advisors, LLCFeb 18, 2019 · Meridian, Id · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- John Robert Netzly · Ceocontrolsince 06/2014 · owns 50% to 75% of Inspire Impact Group, LLC
- Douglas Aaron Moon · Chief Compliance Officer/President & Coosince 01/2017 · owns less than 5%
- John Robert Netzly · Ceosince 06/2014 · owns less than 5%
Entity owners
- Inspire Impact Group, LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Inspire Advisors, LLCinvestment advisernRAUM $1.3B
Advisers that list Inspire Investing, LLC as a related person
- 300279 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Meridian, Id · principal | 12 | 1 | 2 |
Offices
Schedule D 1.F, the 25 largest
- Hollister, CA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 463 to 455Apr 3, 2025 to Mar 31, 2026
- Charity clients · 10 to 12Apr 3, 2025 to Mar 31, 2026
- HNW clients · 6 to 7Apr 3, 2025 to Mar 31, 2026
- Individual clients · 437 to 425Apr 3, 2025 to Mar 31, 2026
- Employees · 34 to 33Apr 3, 2025 to Mar 31, 2026
- Insurance-licensed employees · 4 to 1Apr 3, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.9B to $4.0BApr 3, 2025 to Mar 31, 2026
- HNW RAUM · $13.9M to $14.8MApr 3, 2025 to Mar 31, 2026
- Individual RAUM · $64.2M to $63.5MApr 3, 2025 to Mar 31, 2026
- RAUM · $2.9B to $4.0BApr 3, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 4, 2025 to Apr 3, 2025
- Accounts · 470 to 463Jan 2, 2025 to Mar 4, 2025
- Advisory employees · 2 to 4Jan 2, 2025 to Mar 4, 2025
- BD registered reps · 2 to 1Jan 2, 2025 to Mar 4, 2025
- Charity clients · 8 to 10Jan 2, 2025 to Mar 4, 2025
- HNW clients · 11 to 6Jan 2, 2025 to Mar 4, 2025
- Individual clients · 440 to 437Jan 2, 2025 to Mar 4, 2025
- Employees · 26 to 34Jan 2, 2025 to Mar 4, 2025
- Insurance-licensed employees · 7 to 4Jan 2, 2025 to Mar 4, 2025
- State-registered IARs · 9 to 14Jan 2, 2025 to Mar 4, 2025
- Discretionary RAUM · $2.6B to $2.9BJan 2, 2025 to Mar 4, 2025
- HNW RAUM · $22.4M to $13.9MJan 2, 2025 to Mar 4, 2025
- Individual RAUM · $64.7M to $64.2MJan 2, 2025 to Mar 4, 2025
- RAUM · $2.6B to $2.9BJan 2, 2025 to Mar 4, 2025
- Other offices · 2 to 3Mar 26, 2024 to Oct 29, 2024
- Accounts · 1,428 to 470Nov 14, 2023 to Mar 26, 2024
- HNW clients · 26 to 11Nov 14, 2023 to Mar 26, 2024
- Individual clients · 434 to 440Nov 14, 2023 to Mar 26, 2024
- Employees · 23 to 26Nov 14, 2023 to Mar 26, 2024
- State-registered IARs · 7 to 9Nov 14, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.0B to $2.6BNov 14, 2023 to Mar 26, 2024
- HNW RAUM · $50.6M to $22.4MNov 14, 2023 to Mar 26, 2024
- Individual RAUM · $34.9M to $64.7MNov 14, 2023 to Mar 26, 2024
- RAUM · $2.0B to $2.6BNov 14, 2023 to Mar 26, 2024
- Accounts · 698 to 1,428Nov 21, 2022 to Feb 28, 2023
- Advisory employees · 3 to 2Nov 21, 2022 to Feb 28, 2023
- Charity clients · 7 to 8Nov 21, 2022 to Feb 28, 2023
- HNW clients · 25 to 26Nov 21, 2022 to Feb 28, 2023
- Individual clients · 653 to 434Nov 21, 2022 to Feb 28, 2023
- Employees · 35 to 23Nov 21, 2022 to Feb 28, 2023
Signals
16 dated events
- Mason Scott Craig left Inspire Investing, Llc for Inspire Advisors, Llc (registered 2026-07-07)Jul 8, 2026 · Advisor changed firm · fact
- Inspire Investing, Llc reported RAUM $4.0B, up 39% from $2.9B (2025-04-03 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Brian Jeffrey Sauer left Inspire Investing, Llc for Edward Jones (registered 2025-12-05)Dec 12, 2025 · Advisor changed firm · fact
- Aaron Douglas Moon left Inspire Investing, Llc for Inspire Advisors, Llc (registered 2020-07-28)Jan 2, 2025 · Advisor changed firm · fact
- Inspire Investing, Llc reported RAUM $2.6B, up 26% from $2.0B (2023-11-14 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Matthew Douglas Weinert left Inspire Investing, Llc for Inspire Advisors, Llc (registered 2022-12-05)Jul 24, 2023 · Advisor changed firm · fact
- Joseph Verissimo left Inspire Investing, Llc for Creative Financial Designs, Inc. (registered 2022-11-23)Mar 29, 2023 · Advisor changed firm · fact
- Darrell Ward Jayroe left Inspire Investing, Llc for Inspire Advisors, Llc (registered 2022-02-28)Dec 31, 2022 · Advisor changed firm · fact
- Ashley Lynn Dunning left Inspire Investing, Llc for Svb Asset Management (registered 2022-12-13)Oct 13, 2022 · Advisor changed firm · fact
- John Michael Wildern left Inspire Investing, Llc for Inspire Advisors, Llc (registered 2022-01-21)Mar 29, 2022 · Advisor changed firm · fact
- Inspire Investing, Llc reported RAUM $2.0B, up 51% from $1.3B (2022-02-02 to 2022-03-15)Mar 15, 2022 · RAUM change · derived
- Inspire Investing, Llc reported RAUM $1.3B, up 107% from $634.6M (2021-02-04 to 2021-03-03)Mar 3, 2021 · RAUM change · derived
- Inspire Investing, Llc reported RAUM $634.6M, up 152% from $251.8M (2019-09-23 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- Andre Roberto Valderrama (Member) no longer on Schedule A of Inspire Investing, Llc (listed 2019-09-23, absent 2020-03-26)Mar 26, 2020 · Control person left · inference
- Inspire Investing, Llc reported RAUM $251.8M, up 92% from $130.8M (2018-12-05 to 2019-01-25)Jan 25, 2019 · RAUM change · derived
- Inspire filed its initial SEC registration (Form ADV)Jan 6, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 208-900-3423reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 208-900-3424reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 208-900-3433reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/inspireinvestingreportedpublic record, Form ADV, Sep 17, 2026
- Website
- INSPIREETF.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (877) 658-9473reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- inspireetf.com/contactreportedpublished 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $330Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026