Inspire Investing, LLC

Registered investment adviser · Meridian, ID · CRD #171988

Form ADV data as of 2026-09-01

Regulatory assets

$3.96 billion

Total accounts

455

Employees

Disclosure events

Firm details

Website: https://twitter.com/inspireadvisor
Telephone: (877) 658-9473
SEC file number: 801-108947
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 4 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a false statement or omission
SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$3.96 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$3.96 billion
Discretionary accounts	455
Non-discretionary accounts	0
Total accounts	455
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	33
Employees performing investment advisory functions (including research)	4
Employees who are registered representatives of a broker-dealer	1
Employees registered as investment adviser representatives with a state	14
Employees registered as IARs for another investment adviser	1
Employees who are licensed insurance agents	2
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPension consulting servicesOther

Affiliated related persons

Other investment adviser (including financial planners)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	425	$63.5 million
High net worth individuals	7	$14.8 million
Investment companies	9	$2.52 billion
Charitable organizations	12	$5.7 million
Other investment advisers	2	$1.36 billion