Aspen Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated February 24, 2026, reports $1.3B in regulatory assets under management, 12 employees, and 1,518 accounts.
Assets Under Management
$1.3B
Employees
12
Offices
--
Total Clients
475
Primary office
BOISE, ID
101 S CAPITOL BLVD, SUITE 610, BOISE, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.8% of total clients.
Top client categories% of clientsClients
1
HNWI
59.8%
284
2
Individuals
33.5%
159
3
Charitable
6.7%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of February 24, 2026
Discretionary99.9%
$1.3B
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts1,518
10Y AUM Change+$943M (+238.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee40:1
10Y Employee Change+9 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.