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Investment Adviser Firm Summary

ASPIRIANT, LLC (CRD# 146720 / SEC# 801-68987)
Alternate Names: ASPIRIANT, LLC , KOCHIS FITZ/QUINTILE LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 04/08/2008

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 04/08/2008
California 04/08/2008
Colorado 03/29/2012
Connecticut 07/06/2012
District of Columbia 10/19/2016
Florida 07/09/2012
Georgia 07/06/2012
Hawaii 09/27/2018
Illinois 07/12/2012
Indiana 03/28/2013
Kentucky 07/06/2012
Louisiana 04/08/2008
Maryland 07/06/2012
Massachusetts 07/06/2012
Michigan 03/28/2018
Minnesota 07/06/2012
Nebraska 07/06/2012
Nevada 01/21/2015
New Hampshire 01/04/2016
New Jersey 07/23/2012
New Mexico 01/04/2016
New York 04/08/2008
North Carolina 07/06/2012
Ohio 07/06/2012
Oregon 01/04/2016
Pennsylvania 07/06/2012
South Carolina 03/28/2013
Texas 04/08/2008
Virginia 06/07/2018
Washington 03/28/2013
Wisconsin 07/06/2012
Wyoming 09/27/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser