Charles Howard Scheinbaum
Investment adviser representative at Aspire Capital Advisors LLC
24 yearsExperience
1 stateRegistered in
$1.2BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Aspire Capital Advisors LLCJul 2021 to now
- Kirkland Financial AdvisersJan 2018 to now
- M.S. Howells & Co.Jul 2021 to Aug 2022
- Arbor Point AdvisorsNov 2020 to Jul 2021
- Securities America Advisors, Inc.Nov 2020 to Jul 2021
- Securities America, Inc.Nov 2020 to Jul 2021
- Kms Financial Services, IncJan 2018 to Nov 2020
- Valic Financial AdvisorsFeb 2002 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (WA).
Aspire Capital Advisors LLC
$1.2BAssets managed
2,123Clients
13Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2266976
- Firm CRD
- 298366