Aspiriant LLC

Aspiriant LLC, also known as ASPIRIANT, LLC, is a Delaware Limited Liability Company with 155 employees, 86 of whom are in advisory positions. With 65 clients, the firm's SEC status was last reported as approved on April 8, 2008.

• ASPIRIANT HOLDINGS S2, LLC

  MEMBER owns more than 25% but less than 50%

• ASPIRIANT HOLDINGS S5, LLC

  MEMBER owns more than 5% but less than 10%

• ASPIRIANT HOLDINGS, LLC

  MEMBER owns more than 25% but less than 50%

• BRET MAGPIONG

  CHIEF PRACTICE OFFICER owns less than 5%

• CARL DAVID FORSTER

  DIRECTOR owns less than 5%

• DOUGLAS STANTON HENDRICKSON

  CHIEF FINANCIAL OFFICER owns less than 5%

• JOHN DAVID ALLEN

  CHIEF INVESTMENT OFFICER owns less than 5%

• KAREN RUTH BLODGETT

  BOARD OF DIRECTORS - CHAIR owns less than 5%

• KENNETH JEFFERY ANDERSON

  DIRECTOR owns more than 5% but less than 10%

• LORRAINE SUSAN FOX

  DIRECTOR owns less than 5%

• MARC SANGREE PRIMIANI

  GENERAL COUNSEL owns more than 5% but less than 10%

• MARK PETRIE

  DIRECTOR owns less than 5%

• MICHAEL HARRIS KOSSMAN

  CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%

• PAUL JOHN NIKOLAI

  DIRECTOR owns less than 5%

• ROBERT JOSEPH FRANCAIS

  CHIEF EXECUTIVE OFFICER owns more than 5% but less than 10%

• THOMAS GREGORY TRACY

  CHIEF CLIENT AND PLANNING OFFICER,DIRECTOR owns more than 5% but less than 10%

• HELEN ANN DIETZ

  MEMBER owns more than 50% but less than 75%

• FIDELITY BROKERAGE SERVICES LLC
  United States

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• HCR Wealth Advisors
• Miracle MILE Advisors LLC
• Metzler-Payden LLC
• Cityview Management Services LLC
• The Patterson Capital Corporation
• Perennial Investment Advisors LLC
• WILSHIRE CAPITAL MANAGEMENT, LLC

• Exploring the Winds of Change: How Aspiriant, LLC Adjusted Its Portfolio in Early 2024
• Aspiriant, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Aspiriant, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Aspiriant, LLC Q4 2022 vs. Q1 2023: A Deep Dive into the Fund Holdings

• ISHARES INC $176,131k
• ISHARES TR $52,081k
• ISHARES TR CORE S&P500 ETF $34,604k
• ISHARES INC CORE MSCI EMKT $31,005k
• Apple Inc $20,617k
• Berkshire Hathaway, Inc. $18,400k
• ISHARES TR CORE MSCI EAFE $12,513k
• Facebook Inc $10,318k
• ISHARES INC $8,340k
• ISHARES $8,033k