Unclaimed Profile

Thomas Keith Kelly

ASPIRE PRIVATE CAPITAL, LLC·CORNELIUS, North Carolina

Series 65Clean record14 years registeredASPIRE PRIVATE CAPITAL, LLC

19410 JETTON ROAD, CORNELIUS, NC 28031CRD# 6031261Firm CRD# 154116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Keith Kelly · CORNELIUS, NC

Registration

CRD #6031261 · ASPIRE PRIVATE CAPITAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

ASPIRE PRIVATE CAPITAL

Jan 2015 – present

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Feb 2012 – Jun 2017

MOORESVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 17, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASPIRE PRIVATE CAPITAL, LLC

CRD 154116 · SEC 801-113754

AUM

$388M

Regulatory assets under management

Employees

1,740 client accounts

Services offered by ASPIRE PRIVATE CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASPIRE PRIVATE CAPITAL, LLC →

Introduction

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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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