Data / Investment advisers / Idaho / Inspire Investing, LLC
Inspire Investing, LLC, Meridian, ID: $4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Inspire Investing, LLC is an SEC registered investment adviser with its main office in Meridian, Idaho and reports $4 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include investment companies, other investment advisers and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Inspire Investing, LLC (CRD number 171988): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171988
- SEC file number
- 801-108947
- SEC status
- Approved, effective January 20, 2017
- Main office
- 3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
- Phone
- (877) 658-9473
- Regulatory AUM
- $3,962,234,942 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $3,962,234,942
- Accounts
- 455
- Employees
- 33, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $2.52 billion |
| Other investment advisers | 2 | $1.36 billion |
| Individuals (other than high net worth individuals) | 425 | $63.5 million |
| High net worth individuals | 7 | $14.8 million |
| Charitable organizations | 12 | $5.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.96 billion | March 31, 2026 |
| December 1, 2025 | $2.86 billion | April 3, 2025 |
Other advisers in Meridian
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Inspire Advisors, LLC | Meridian | $1.33 billion | Not listed | adviserinfo.sec.gov |
| Treasure Valley Financial Planning | Meridian | $336 million | Not listed | adviserinfo.sec.gov |
| Next Level Wealth Planning, LLC | Meridian | $322.7 million | Not listed | adviserinfo.sec.gov |
| Siddhi Capital, LLC | Meridian | $303.7 million | 11 | adviserinfo.sec.gov |
| Doceo Wealth, LLC | Meridian | $274 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Meridian, ID
- Investment advisers in Idaho
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving other investment advisers
- Inspire Investing, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.