AdFi
AP

Aspire Private Capital

SEC Registered

Comprehensive Wealth Management

Assets Under Management
$500M–$1B
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 Worth

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

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
Fees & Minimums
Fee arrangements the firm reports: AUM

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

Contact Information

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Aspire Private Capital in Cornelius, NC - Fees & Services