Thomas James Farrell
Investment adviser representative at Aspire Private Capital
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$509.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Aspire Private Capital, LLCApr 2014 to now
- Global Financial Private Capital, LLCOct 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Aspire Private Capital
Legal name: Aspire Private Capital, LLC
$509.7MAssets managed
709Clients
8Advisers
8 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
- 5548777
- Firm CRD
- 154116