Thomas Keith Kelly
Investment adviser representative at Aspire Private Capital
21 yearsExperience
1 stateRegistered in
$509.7MFirm assets
8 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 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
21 years in the industry.
- Aspire Private Capital, LLCJul 2014 to now
- Covenant Private CapitalJun 2005 to now
- Global Financial Private CapitalFeb 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
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
- 6031261
- Firm CRD
- 154116