Aspect Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairfax, VA. Its latest Form ADV filing, dated April 28, 2026, reports $418M in regulatory assets under management, 8 employees, 1 office, and 973 accounts.
Assets Under Management
$418M
Employees
8
Offices
1 office
Total Clients
287
Primary office
FAIRFAX, VA
2677 PROSPERITY AVE, SUITE 380, FAIRFAX, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
154
2
HNWI
43.9%
126
3
Pension Plans
2.4%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$418Mas of April 28, 2026
Discretionary98.5%
$412M
98% of total RAUM98.5%
Non-discretionary1.5%
$6M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$418M
Total Accounts973
10Y AUM Change+$418M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee36:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.