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Thomas Keith Kelly

ASPIRE PRIVATE CAPITAL, LLC·CORNELIUS, North Carolina
Unclaimed Profile
19410 JETTON ROAD, CORNELIUS, NC 28031CRD# 6031261Firm CRD# 154116
01

About

Thomas Keith Kelly is a registered financial advisor based in CORNELIUS, North Carolina, affiliated with ASPIRE PRIVATE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ASPIRE PRIVATE CAPITAL, LLC
ASPIRE PRIVATE CAPITAL
AUM
$388M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ASPIRE PRIVATE CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6031261
Firm CRD# 154116
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Keith Kelly offer?
Thomas Keith Kelly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CORNELIUS, North Carolina for a consultation.
What are Thomas Keith Kelly's credentials?
Thomas Keith Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Keith Kelly located?
Thomas Keith Kelly is based in CORNELIUS, North Carolina, working with ASPIRE PRIVATE CAPITAL, LLC. Their office serves clients in the CORNELIUS metropolitan area and surrounding communities.
How does Thomas Keith Kelly charge for services?
Thomas Keith Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPIRE PRIVATE CAPITAL, LLC?
ASPIRE PRIVATE CAPITAL, LLC has approximately 8 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CORNELIUS
James Ryan Cooper — ALPHASTAR CAPITAL MANAGEMENT, LLCWilliam Henry Cain — ALPHASTAR CAPITAL MANAGEMENT, LLCBrian Kenji Williams — ALPHASTAR CAPITAL MANAGEMENT, LLCPhilip Jon Graham — ALPHASTAR CAPITAL MANAGEMENT, LLCArmin Kramer Sarabi — ALPHASTAR CAPITAL MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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