Aspiriant, LLC
Aspiriant, LLC is a leading independent, employee-owned wealth management firm headquartered in Los Angeles, CA. Formed in 2008 through the merger of Kochis Fitz and Quintile Wealth Management, Aspiriant provides integrated investment management, wealth planning, and family office services to sophisticated individuals and families. The firm employs around 200 professionals, about one-third of whom are owners, and serves more than 2,000 clients nationwide. Their client base primarily consists of high-net-worth and ultra-high-net-worth families, providing fiduciary-based advisory and planning tailored to each family's needs.
Investment Strategy
Aspiriant employs a customizable, goal-driven investment approach grounded in long-term capital market expectations. Portfolios are globally diversified across asset classes—equities, fixed income, real estate, private investments—and are structured using both internal and third-party research. The firm emphasizes a value-oriented, tax-conscious, and disciplined process with regular monitoring, rebalancing, and manager due diligence. Investment solutions are always integrated directly with each client's broader wealth plan and tailored to their risk tolerance, goals, and time horizons.
Top Holdings
Equity Positions (306)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.33% | $387.9M | 624,720 | $498.47 | $620.90 | +$59.8M |
I IUSV | ISHARES TR | 10.76% | $338.4M | 3,576,178 | $68.01 | $94.63 | +$12.9M |
V VBR | VANGUARD INDEX FDS | 9.19% | $289.3M | 1,483,454 | $166.26 | $195.01 | +$2.1M |
A ACWV | ISHARES INC | 9.10% | $286.4M | 2,415,137 | $85.55 | $118.57 | +$1.3M |
V VTEB | VANGUARD MUN BD FDS | 7.50% | $236.0M | 4,813,806 | $50.09 | $49.03 | -$23.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | Bought | Call | $728.7K | 15 | $485.77 | $485.77 | +15 | +$728.7K |