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Aspyre Advisors, LLC (Dayton)


Aspyre Advisors, LLC is a large advisory firm based in Dayton. It manages $50.36 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Ohio.

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Aspyre Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aspyre Advisors: assets under management

The assets under management (AUM) of Aspyre Advisors, LLC is $50.36 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.87 million in discretionary accounts and $47.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $239.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $895.91 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aspyre Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Roshawn Nmn Winburn Chief compliance officer 1 Nov 2008 25% - 50% 2948194
Eliseo Jojo Lucero Prisno Cief marketing officer 1 Jan 2010 25% - 50% 4934789

Based in Dayton

The principal office where Aspyre Advisors, LLC performs its advisory services is located at 11 W. Monument Avenue, Dayton, OH 45402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-310-2287 or by fax 937-550-1015. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.aspyreadvisors.com.


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