Aspen Grove Capital, LLC

Registered investment advisor · Avon, Colorado · CRD #158166

Assets Under Management

$6.7B

Client Accounts

3,287

Employees

CRD Number

158166

Registration

SEC Registered

Custodian

Morgan Stanley Smith Barney Llc

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

About Aspen Grove Capital, LLC

Aspen Grove Capital LLC is a multi-family office and hedge fund based in Avon, Colorado. The firm specializes in providing tailored family office services, including customized investment strategies, financial planning, and discretionary asset management. As a registered investment adviser, Aspen Grove Capital focuses on high-net-worth individuals and families, managing approximately $0.59 billion in discretionary assets as of Q2 2025. The company offers personalized investment advisory service

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Aspen Grove Capital, LLC

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Frequently Asked Questions

What is Aspen Grove Capital, LLC's AUM?

Aspen Grove Capital, LLC reports approximately $6.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Aspen Grove Capital, LLC headquartered?

Aspen Grove Capital, LLC is headquartered in Avon, Colorado.

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

Aspen Grove Capital, LLC's CRD number is 158166. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.