ASPIRIANT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	146720	146720	—	1.0
cik	0001554147	1554147	—	—
lei	254900XPQUS29SJOSE06	254900XPQUS29SJOSE06	—	—
sec_file_number	801-68987	801-68987	—	—

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/ASPIRIANT/

HQ CityLOS ANGELES

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)15,532,934,000.0
RAUM (discretionary)12,538,984,000.0
Actionable assets15,282,034,000.0
Accounts11,731.0

Institutional Clients

Government AUM—
Pension AUM3,992,000.0
Charitable AUM305,145,000.0
HNW AUM14,216,435,000.0

As of 2025-06-05 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ALLEN, JOHN, DAVID	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "4051640", "source": "adv_part1", "table": "Schedule_A_B"}
ASPIRIANT HOLDINGS S2, LLC	MEMBER	OFFICER	—	{"filing_id": "2017310", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ASPIRIANT HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2017310", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Benson, Ryan, Paul	BOARD OF DIRECTOR	OFFICER	—	{"filing_id": "2017310", "owner_id": "6718865", "source": "adv_part1", "table": "Schedule_A_B"}
BORN, LYNNE	CHIEF PRACTICE OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "7236641", "source": "adv_part1", "table": "Schedule_A_B"}
BRAGAR, SANDRA, LEIGH	CHIEF CLIENT OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "4533687", "source": "adv_part1", "table": "Schedule_A_B"}
CASTELLANI, MARC	CHAIRMAN, BOARD OF DIRECTORS	OFFICER	—	{"filing_id": "2017310", "owner_id": "2937879", "source": "adv_part1", "table": "Schedule_A_B"}
DIETZ, HELEN, ANN	BOARD OF DIRECTOR	OFFICER	—	{"filing_id": "2017310", "owner_id": "1268071", "source": "adv_part1", "table": "Schedule_A_B"}
DODER, CAMERON, ANN	CHIEF MARKETING OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "2773739", "source": "adv_part1", "table": "Schedule_A_B"}
FRANCAIS, ROBERT, JOSEPH	BOARD OF DIRECTOR	OFFICER	—	{"filing_id": "2017310", "owner_id": "4604851", "source": "adv_part1", "table": "Schedule_A_B"}
GENTRY, SHANDA, SUSAN	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "2183318", "source": "adv_part1", "table": "Schedule_A_B"}
GORGAS, JEANETTE, LEE	INDEPENDENT BOARD OF DIRECTOR	OFFICER	—	{"filing_id": "2017310", "owner_id": "2822174", "source": "adv_part1", "table": "Schedule_A_B"}
HAMMONS, SUMMER, ANN	CHIEF PEOPLE OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "6949757", "source": "adv_part1", "table": "Schedule_A_B"}
HENDRICKSON, DOUGLAS, STANTON	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "2962001", "source": "adv_part1", "table": "Schedule_A_B"}
KIM, YOUNG, S	CHIEF CLIENT SERVICE OPERATIONS OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "5306274", "source": "adv_part1", "table": "Schedule_A_B"}
Lavalle, Michael, Christopher	GENERAL COUNSEL	OFFICER	—	{"filing_id": "2017310", "owner_id": "7713697", "source": "adv_part1", "table": "Schedule_A_B"}
Manoukian, Alec	CHIEF TECHNOLOGY OFFICER	OFFICER	—	{"filing_id": "2017310", "owner_id": "7893759", "source": "adv_part1", "table": "Schedule_A_B"}
PUTTERMAN, ANDREW, NMN	INDEPENDENT BOARD OF DIRECTOR	OFFICER	—	{"filing_id": "2017310", "owner_id": "3122891", "source": "adv_part1", "table": "Schedule_A_B"}
SCHICK, GREGORY, RYAN	BOARD OF DIRECTOR	OFFICER	—	{"filing_id": "2017310", "owner_id": "2796483", "source": "adv_part1", "table": "Schedule_A_B"}
ASPIRIANT HOLDINGS S5, LLC	MEMBER	EMPLOYEE	—	{"filing_id": "2017310", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/22/2025 12:34:51 PM",
  "filing_id": "2017310",
  "reg_type": "IA"
}
```

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1