Wealth Manager
    SEC Registered
    Manages Private Funds

    Aspen Capital Management, LLC

    Registered investment advisor · Boise, Idaho · CRD #119050

    Assets Under Management
    $1.3B
    Client Accounts
    1,518
    Employees
    12
    CRD Number
    119050
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Aspen Capital Management, LLC

    Aspen Capital Management, LLC is a fully independent, fee-only Registered Investment Advisor founded in 2002, specializing in financial planning and long-term investment management with assets under management exceeding $1 billion. The firm is based in Boise, Idaho, and employs a client-centric approach.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Aspen Capital Management, LLC's AUM?

    Aspen Capital Management, LLC reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Aspen Capital Management, LLC headquartered?

    Aspen Capital Management, LLC is headquartered in Boise, Idaho.

    What is Aspen Capital Management, LLC's CRD number?

    Aspen Capital Management, LLC's CRD number is 119050. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Aspen Capital Management, LLC manage?

    Aspen Capital Management, LLC manages approximately 1,518 client accounts according to its latest SEC filing.

    Is Aspen Capital Management, LLC SEC registered?

    Yes, Aspen Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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