Inspire Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 300279
· SEC file 801-114673
· Meridian, ID
· www.inspireadvisors.com
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ADV data as of Jun 08, 2026
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 3,536
- Avg AUM / client
- $377K
- Accounts
- 8,330
- Employees
- 63
AUM over time
$0
$1.3B
Dec 2018
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,203 | $708M | 53.2% |
| High net worth individuals | 320 | $610M | 45.8% |
| Charitable organizations | 13 | $13.7M | 1.02% |
People (74)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert John Netzly | Chief Executive Officer | Jun 2014 (12y) | ≈ 25% – 56.25% via Inspire Impact Group, Llc | |
| Aaron Douglas Moon | Chief Compliance Officer, President, Chief Operating Officer | CFP | Dec 2018 (8y) | Less than 5% |
| Jevon Mark Webster | Member | CFP | Jan 2020 (7y) | 5% – 10% |
| Keith Owen Chandler | Member | CFP Chartered Financial Consultant | Jan 2020 (7y) | 25% – 50% |
| Jay Allen Richardson | Registered representative | CFP CFA | May 2019 (7y) | |
| Luke Allen Andrews | Registered representative | Aug 2019 (7y) | ||
| David Michael Eck | Registered representative | Nov 2019 (7y) | ||
| David Edward Zumbusch | Registered representative | CFP | Feb 2020 (6y) | |
| Beau Joshua Zumbusch | Registered representative | Apr 2020 (6y) | ||
| Matthew Baldini | Registered representative | Sep 2020 (6y) | ||
| Jacob Keith Chandler | Registered representative | Sep 2020 (6y) | ||
| Larry Keith Eggers | Registered representative | Dec 2020 (6y) | ||
| Paul Richard Mcwilliams | Registered representative | Dec 2020 (6y) | ||
| Tryssa Pedrosa Pacciulli | Registered representative | Feb 2021 (5y) | ||
| Joseph Isaac Allen | Registered representative | Jun 2021 (5y) | ||
| Andrew James Lehman | Registered representative | CFP | Nov 2021 (5y) | |
| Matthew Paul Bonito | Registered representative | CFP | Nov 2021 (5y) | |
| Matthew Michael Daugavietis | Registered representative | CFP | Jan 2022 (5y) | |
| Scott Bradley Harlan | Registered representative | Feb 2022 (4y) | ||
| Aaron Michael Hoffman | Registered representative | Mar 2022 (4y) | ||
| Matthew Richard Cunningham | Registered representative | May 2022 (4y) | ||
| Eric Patrick Boyum | Registered representative | Feb 2023 (3y) | ||
| Johnathan Richard Cunningham | Registered representative | May 2023 (3y) | ||
| Christopher S Pagotto | Registered representative | May 2023 (3y) | ||
| Derek Orion Mauldin | Registered representative | May 2023 (3y) | ||
| Michael Paul Smith | Registered representative | CFP | May 2023 (3y) | |
| William Howard Woodyard | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) | |
| John Douglas Gathright | Registered representative | Jun 2023 (3y) | ||
| Zachary Michael Tornquist | Registered representative | Jul 2023 (3y) | ||
| William Andrew Stoner | Registered representative | Aug 2023 (3y) | ||
| Brock Edward Baker | Registered representative | Aug 2023 (3y) | ||
| Paul Bryer | Registered representative | CFP | Sep 2023 (3y) | |
| Luke David Zumbusch | Registered representative | Dec 2023 (3y) | ||
| Shawn Patrick Bennett | Registered representative | Feb 2024 (2y) | ||
| Sheryl Anne Bennett | Registered representative | Feb 2024 (2y) | ||
| Austin Graves Walker | Registered representative | May 2024 (2y) | ||
| Matthew Michael Beaver | Registered representative | Aug 2024 (2y) | ||
| Will Donald Odland | Registered representative | CFP | Sep 2024 (2y) | |
| Brian Sun Eagleheart Mcdowell | Registered representative | Nov 2024 (2y) | ||
| George Dennis Williams | Registered representative | Jan 2025 (2y) | ||
| Scott Richard Betschel | Registered representative | Jan 2025 (2y) | ||
| Terrence Edward Rocks | Registered representative | Jan 2025 (2y) | ||
| Adam Keith Ferguson | Registered representative | Feb 2025 (1y) | ||
| Nicholas Legeros Norring | Registered representative | Feb 2025 (1y) | ||
| Mark Charles Dimaria | Registered representative | Mar 2025 (1y) | ||
| James Scott Taylor | Registered representative | Apr 2025 (1y) | ||
| Joshua Chaney | Registered representative | Apr 2025 (1y) | ||
| Thomas George Seroogy | Registered representative | May 2025 (1y) | ||
| Jeanne Elise Foss | Registered representative | Jun 2025 (1y) | ||
| William Anthony Gohs | Registered representative | Aug 2025 (1y) | ||
| Georgette Young | Registered representative | CFP | Oct 2025 (1y) | |
| Joseph Lipp | Registered representative | Chartered Financial Consultant | Nov 2025 (1y) | |
| Robert Steven Derryberry | Registered representative | Nov 2025 (1y) | ||
| Joshua Nathaniel Wind | Registered representative | Dec 2025 (1y) | ||
| Derek Lee Hastings | Registered representative | CFP | Jan 2026 (1y) | |
| Matthew Robert Conrad | Registered representative | Jan 2026 (1y) | ||
| Nicole Renee Johndro | Registered representative | Jan 2026 (1y) | ||
| Penny Jean Paugh | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Theodore John De Lisi | Registered representative | Jan 2026 (1y) | ||
| Timothy Allen Abernathy | Registered representative | Jan 2026 (1y) | ||
| Mitchell George Wirth | Registered representative | Jan 2026 (1y) | ||
| Anna Kate Atfield | Registered representative | Feb 2026 (0y) | ||
| Jeremy Ervin | Registered representative | CFP | Feb 2026 (0y) | |
| Michael Clark Alexander | Registered representative | Feb 2026 (0y) | ||
| Alex Miguel Santillan | Registered representative | Feb 2026 (0y) | ||
| Alexander Frederick Groh | Registered representative | Mar 2026 (0y) | ||
| Anthony Glenn Walker | Registered representative | Apr 2026 (0y) | ||
| Christopher J Wright | Registered representative | May 2026 (0y) | ||
| Christopher Alan Murray | Registered representative | May 2026 (0y) | ||
| Joseph Orrin Garrisi | Registered representative | May 2026 (0y) | ||
| Victor Glymph | Registered representative | May 2026 (0y) | ||
| Michael R Moore | Registered representative | Jun 2026 (0y) | ||
| Trevor Miller | Registered representative | Jun 2026 (0y) | ||
| Mason Scott Craig | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inspire Impact Group, Llc | Managing Member | Dec 2018 | A | 50% – 75% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert John Netzly: 50% – 75% of Inspire Impact Group, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (79% of AUM) Jun 2026
- Truist Financial Corp $162M (12% of AUM) Jun 2026
- Altruist Financial $162M (12% of AUM) Jun 2026
- Folio Investments, Inc. $144M (17% of AUM) Jan 2025
- Goldman Sachs $141M (14% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗