AdFi
SW

Spire Wealth Management, LLC

SEC Registered

IBIO Capital is an independent wealth management firm dedicated to our clients' best interests.

Mclean, VAhttps://ibiocapital.com703-657-6060
Assets Under Management
$1B–$5B
Employees
145
Office Locations
29 offices
Total Accounts
15272

About the firm

IBIO Capital is an independent wealth management firm founded by Dave Canham after 25 years in the industry. The firm delivers customized investment solutions and financial planning to families, individuals, and foundations. 'IBIO' stands for 'In the Best Interest Of,' reflecting its fiduciary commitment to always put clients' best interests first.

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 ManagementFinancial PlanningFiduciaryCustomized PortfoliosTax MinimizationEstate PlanningAsset AllocationEquitiesFixed IncomeIndependent Advisory

Services

Investment management including customized portfolios, portfolio allocation, equity exposure management, and tax minimization. The firm also provides financial planning, estate planning review, tax planning, and insurance needs review, collaborating with clients' estate attorneys, accountants, and insurance professionals.

Who they serve

Families, individuals, and foundations.

Client segmentClientsAssets managed
Individuals (Non-HNW)6,023$3.0B
High Net Worth Individuals128$1.3B
Investment Companies0—
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities44—
Insurance Companies0—
Sovereign Wealth Funds0—
Corporations0$0

Leadership

Robert Michael Lord
COO
Suzanne Marie Mckeown
CHIEF COMPLIANCE OFFICER
Llc Spire Investment Partners
PARENT FIRM
David Lloyd Blisk
MANAGING MEMBER
David Lloyd Blisk
CEO
Stuart Edward Brawley
VP - FINANCE
William Chao
VP - OPERATIONS

Office locations

29 offices in 15 states
VA
McleanHQ
FL
Naples
VA
Reston
MI
Utica
VA
Richmond
LA
Lafayette
VA
Alexandria
IL
Aurora
OH
Sidney
LA
Metairie
MD
Frederick
OH
Xenia
NY
Irvington
CT
Norwalk
MD
Bethesda
VA
Charlottesville
NM
Las Cruces
TN
Knoxville
MO
Clayton
VA
Mclean
VA
Mclean
PA
Pittsburgh
NY
Newburgh
CA
Irvine
MD
Severna Park
FL
Osprey
MD
Bethesda
WI
Madison
FL
Ft. Lauderdale

Advisors at this firm

72 advisors in the directory

Christopher Scott Airey
Investment Adviser Representative
Dual-registered
Brenda Pack Blisk
Investment Adviser Representative
Dual-registered
David Lloyd Blisk
Investment Adviser Representative
Dual-registered
Norman Gerald Bloom
Investment Adviser Representative
Dual-registered
Sean Backs
Investment Adviser Representative
Investment Adviser Rep
Howard Jay Barnett
Investment Adviser Representative
Dual-registered
Andrew Daniel Baron III
Investment Adviser Representative
Dual-registered
John Bay
Investment Adviser Representative
Dual-registered
Connor Becton
Investment Adviser Representative
Dual-registered
Sladana Bukalov
Investment Adviser Representative
Investment Adviser Rep
David T Canham IV
Investment Adviser Representative
Dual-registered
Ronald Joseph Carazo
Investment Adviser Representative
Dual-registered
Joseph Peter Colell Jr
Investment Adviser Representative
Dual-registered
Charles Austin Carazo
Investment Adviser Representative
Dual-registered
Christian Carazo
Investment Adviser Representative
Dual-registered
Camilla Carvalho
Investment Adviser Representative
Dual-registered
Christina Marie Cunningham
Investment Adviser Representative
Investment Adviser Rep
Terry James Delhomme
Investment Adviser Representative
Investment Adviser Rep
Carmen Dello Iacono
Investment Adviser Representative
Dual-registered
Henry Devries
Investment Adviser Representative
Dual-registered
Steven Michael Digregorio
Investment Adviser Representative
Dual-registered
Emily Donaldson
Investment Adviser Representative
Dual-registered
Barbara Lee Doran
Investment Adviser Representative
Dual-registered
Mark Doughty
Investment Adviser Representative
Dual-registered
Benjamin Marcus Eller
Investment Adviser Representative
Investment Adviser Rep
Richard Eller
Investment Adviser Representative
Dual-registered
Michael David Erbaio
Investment Adviser Representative
Dual-registered
Robert John Ferris
Investment Adviser Representative
Dual-registered
Tracey Douglas Frank
Investment Adviser Representative
Dual-registered
Lauren Joy Feuer
Investment Adviser Representative
Investment Adviser Rep
Philip James Fluegge
Investment Adviser Representative
Dual-registered
Penny Gae Frank
Investment Adviser Representative
Dual-registered
Matthew Edward Gaffey
Investment Adviser Representative
Dual-registered
Yohanna Gorfu
Investment Adviser Representative
Dual-registered
Natalie J Gosselin
Investment Adviser Representative
Dual-registered
Brent D Griffin
Investment Adviser Representative
Dual-registered
Edward Spalding Kapfhammer Jr
Investment Adviser Representative
Dual-registered
David Lee Kopp
Investment Adviser Representative
Dual-registered
Phillip Michael Krause
Investment Adviser Representative
Dual-registered
David John Levorchick
Investment Adviser Representative
Dual-registered
Kanchanee Laepet
Investment Adviser Representative
Investment Adviser Rep
Georgia Lauren Lord
Investment Adviser Representative
Dual-registered
Matthew M Ludmer
Investment Adviser Representative
Dual-registered
Jeffrey Paul McCoy
Investment Adviser Representative
Dual-registered
Peter Theodore Michaels
Investment Adviser Representative
Dual-registered
Liliana Niloufar Molina
Investment Adviser Representative
Dual-registered
Bharat Nandiram Mulchandani
Investment Adviser Representative
Dual-registered
Feisal Ahmed Khan Malik
Investment Adviser Representative
Dual-registered
Marcus Lee Malone
Investment Adviser Representative
Dual-registered
Hallie Swayze Marshall
Investment Adviser Representative
Dual-registered
Dennis Michael O'Brien
Investment Adviser Representative
Dual-registered
Angelica Lynn Orozco
Investment Adviser Representative
Dual-registered
Christopher Patterson
Investment Adviser Representative
Dual-registered
Tobia Jacqueline Pierce
Investment Adviser Representative
Dual-registered
Darren Christopher Port
Investment Adviser Representative
Dual-registered
Christopher Patrick Pratt
Investment Adviser Representative
Investment Adviser Rep
Kathleen Bianel Pena
Investment Adviser Representative
Dual-registered
Midhat Quadri
Investment Adviser Representative
Dual-registered
Stephen Nicholas Receski
Investment Adviser Representative
Dual-registered
Sean Rosencrance
Investment Adviser Representative
Dual-registered
Ashley Squillace
Investment Adviser Representative
Dual-registered
Alexi Sacco
Investment Adviser Representative
Dual-registered
Maria L Sciuto
Investment Adviser Representative
Investment Adviser Rep
David A Speranza
Investment Adviser Representative
Dual-registered
Sean Tabone
Investment Adviser Representative
Dual-registered
Bethany Paige Tice
Investment Adviser Representative
Dual-registered
David Albert Urovsky
Investment Adviser Representative
Dual-registered
Frank Thomas Vandy
Investment Adviser Representative
Dual-registered
Kyle Thomas Venditti
Investment Adviser Representative
Dual-registered
Arash Zarrabian
Investment Adviser Representative
Dual-registered
Jeremy Paul Ziemba
Investment Adviser Representative
Dual-registered
William Cunningham
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#113908
SEC Number
801-60468
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $25,000 (waivable)

Data as of March 26, 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. Spire Wealth Management, LLC 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Spire Wealth Management, LLC in Mclean, VA | AdvisorFinder