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ASPEN CAPITAL MANAGEMENT, LLC
ASPEN CAPITAL MANAGEMENT
CRD 119050 · SEC 801-63437
101 S CAPITOL BLVD, SUITE 610, BOISE, ID, 83702, United States
Phone
208-345-0174
Fax
208-345-0174
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.34B
Team
12 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $65.8M |
| High net worth individuals | 284 | $1.15B |
| Charitable organizations | 32 | $122.5M |
States served
AZ, CA, CO, ID, MT, NE, NY, NC, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD