Sandra Bragar, portrait

Sandra Bragar

Chief Client Officer at Aspiriant

Investment adviser representative in San Francisco, CA

From the SEC’s public record of this individual, checked on 17 September 2026.

Sandra Bragar is the chief client officer of Aspiriant, LLC, a Los Angeles-based SEC-registered investment adviser managing $18.05B. Sandra has been registered through the firm since 6 August 2008, with 20 years in the industry across 3 firms, holds adviser registrations in California.

20
Years of IAPD experience
18
Years at the firm
Aspiriant
3
Adviser firms on record
1
State registrations
0
Exams passed

Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.

Role at Aspiriant#

Title on Schedule A
Chief Client Officer
Control
Schedule A reports Sandra Bragar as a control person.
Ownership
Schedule A reports an under-5% ownership band.
Tenure
Schedule A reports this title since January 2022.

The firm

Aspiriant, LLC$18.05B regulatory AUM · 105 advisory staff · 74 officesFirm profile

Title and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing

Career on record#

  1. ASPIRIANT, LLC6 August 2008 to present
    San Francisco, CA · 18 years · adviser representative only · firm CRD 146720
  2. KFQ INVESTMENT ADVISORS LLC8 January 2008 to 20 May 2008
    San Francisco, CA · under a year · adviser representative only · firm CRD 123854
  3. KOCHIS FITZ1 May 2006 to 10 May 2008
    San Francisco, CA · 2 years · adviser representative only · firm CRD 109977

Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 16 July 2006, which may differ from the earliest registration below. View the IAPD record

Registrations and exams#

California6 August 2008
Scope
Investment adviser representative
Status
Approved

Examinations

State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record

Regulatory record#

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

Where to check this individual's complete record, including any disciplinary history. View the IAPD record

Background#

The firm’s Schedule A lists Sandra Bragar as Chief Client Officer. Form ADV Part 1A, Schedule A

Background statements are attributed to the named source. Firm biographies are not regulatory records.

Common questions#

What is Sandra Bragar’s filed role?

The firm’s Form ADV Schedule A lists Sandra Bragar as Chief Client Officer, with the title acquired in January 2022.

Source: Form ADV Part 1A, Schedule A

Answered from the records above.

Leadership at Aspiriant#

The other officers and owners named on the firm's Schedule A.

Sources

  1. IAPD individual record, CRD 4533687. Employment history, registrations and examinations.
  2. Form ADV Part 1A, Schedules A and B of Aspiriant, LLC, filed 21 August 2026. Title, control and ownership bands.

Retrieved 17 September 2026. The SEC record may have been amended since.

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This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Sandra Bragar or Aspiriant, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.