AdFi
AP

ASPIRE PRIVATE CAPITAL

SEC Registered

Comprehensive Wealth Management

CORNELIUS, NChttps://aspireadvisors.com704-237-9927
Assets Under Management
$500M–$1B
Employees
9
Office Locations
2 offices
Total Accounts
1703

About the firm

At Aspire Private Capital, LLC, we understand that achieving true wealth means enjoying time with people you love without concerning yourself with financial worries. Our team of talented advisors is dedicated to supporting individuals and families with their comprehensive financial needs.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Areas of expertise

Wealth ManagementInvestment ManagementTax EfficiencyEstate PlanningRetirement PlanningWealth AccumulationAsset ProtectionIncome PlanningIRA Rollovers401(k) RolloversLong Term Care+3 more

Services

Retirement Planning, Wealth Accumulation, Asset Protection, Tax Planning, Long Term Care, Estate Planning, IRA Legacy Planning, Trusts, Life Insurance, Probate, Charitable Giving / Donor Advisor Fund Tax Deductions, Income Planning, and IRA and 401(K) Rollovers. Aspire consults with local CPAs and Attorneys to enhance tax efficiency and wealth preservation.

retirement_planningestate_planningtax_planninginsurancecharitable_giving

Who they serve

Individuals and families

Client segmentClientsAssets managed
Individuals (Non-HNW)507$231M
High Net Worth Individuals202$278M

0 total clients reported on Form ADV.

Leadership

John Bryan Philpott
MANAGING MEMBER
Thomas Keith Kelly
MEMBER
Tina M Armada-Eynard
CCO

Office locations

2 offices in 1 state
NC
CORNELIUSHQ
NC
HICKORY

Advisors at this firm

8 advisors in the directory

Regulatory & compliance

CRD number
#154116
SEC Number
801-113754
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM

Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASPIRE PRIVATE CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

ASPIRE PRIVATE CAPITAL in CORNELIUS, NC | AdvisorFinder