Adam Christopher Slade
Investment adviser representative at Aspiriant, LLC
13 yearsExperience
1 stateRegistered in
$18BFirm assets
18 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
- Seminars and workshops
Experience
13 years in the industry.
- Aspiriant, LLCMay 2022 to now
- UnemployedOct 2021 to May 2022
- AirbusOct 2018 to Oct 2021
- Extended TravelMay 2017 to Aug 2018
- Christopher Newport UniversityAug 2013 to May 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aspiriant, LLC
$18BAssets managed
2,357Clients
73Advisers
18 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
- 7801498
- Firm CRD
- 146720