Aspire Private Capital

Overview

Aspire Private Capital is an SEC registered investment adviser based in Cornelius, NC, registered since 2018. It reports $51M in assets under management across 1,703 accounts, with 9 employees. It has 8 investment adviser representatives.

Reported AUM

$51M

Discretionary

99%

Accounts

1,703

Average account

$299K

Employees

9

Advisory reps

8

Registered since

2018

Jurisdictions

7

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• John Bryan Philpott Managing Member CRD 4758501
• Tina M Armada-Eynard Chief Compliance Officer CRD 7638838
• Thomas Keith Kelly Member CRD 6031261

Advisory reps 3 of 8

• Antonio Montez Burkett Investment Adviser Rep CRD 6019453
• Trenton Alexander Derrick Investment Adviser Rep CRD 6490240
• Thomas J Farrell Insurance Agent · Investment Adviser Rep CRD 5548777

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

19410 Jetton Rd Ste 110
Cornelius, NC 28031

County

Mecklenburg

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: aspireadvisors.com

Every state, with registration dates

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