Aspire Capital Advisors LLC

SEC-regulated
Registered investment advisor
Aspire Capital Advisors LLC, also known as Kirkland Financial Advisers, AFG Financial, and Sound Financial Investments, Inc., is a registered investment adviser founded in August 2018 and registered in October 2018. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charities, and retirement plans, acting as a fiduciary to clients. Aspire Capital provides customized investment solutions through continuous client interaction, offering discretionary investment management primarily focused on long-term goals. The firm constructs portfolios using low-cost, diversified mutual funds, ETFs, and may include individual stocks or bonds. Clients have the opportunity to place restrictions on investments. Aspire Capital does not manage wrap fee programs and has over $1 billion in assets under management. Fees for advisory services are based on a tiered schedule, up to 1.00% annually, and are billed quarterly in advance. The firm does not charge performance-based fees and does not accept proxy-voting responsibility for clients. Aspire Capital does not have custody of client assets except for fee deduction purposes. The firm has a Privacy Policy in place to protect client information and does not sell personal data. Clients can limit the sharing of their information for marketing purposes. The firm complies with state-specific regulations, such as those in California. Clients can request a copy of the Privacy Policy and ask questions by contacting the advisor directly.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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