ASPIRIANT INVESTMENT ADVISORS, LLC
CRD #154619 SEC #801-71724 CINCINNATI, OH 513-824-3100
SEC Registered
Total AUM
$2.9B
Discretionary
$5.7M
Employees
11
Clients
26
Accounts
2,075
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCAIS, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| GOTT, KENNETH, CHARLES | I | CHIEF PLANNING OFFICER | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| KOSSMAN, MICHAEL, HARRIS | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| PRIMIANI, MARC, SANGREE | I | GENERAL COUNSEL | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, JASON, TERRANCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF PLANNING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF PLANNING OFFICER | NA | Control |
| TRACY, THOMAS, GREGORY | I | CHIEF PLANNING OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| WAGMAN, ROBERT, MARC | I | CHIEF STRATEGY OFFICER | NA | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | E | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | E | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | E | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | E | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC; ASPIRIANT HOLDINGS CORPORATION | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC; ASPIRIANT HOLDINGS CORPORATION | F | Control |
| FRANCAIS, ROBERT, JOSEPH | I | ASPIRIANT HOLDINGS, LLC; ASPIRIANT HOLDINGS CORPORATION | F | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS CORPORATION | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (22)
AZ CA CT FL GA IL KY LA MA MD MI MN NC NE NH NJ NY OH PA TX VA WI
Address
201 E. FIFTH STREETSUITE 1430
CINCINNATI, OH 45202
United States
Phone: 513-824-3100