Aspen Grove Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Avon, CO. Its latest Form ADV filing, dated March 31, 2026, reports $6.7B in regulatory assets under management, 22 employees, 1 office, and 3,287 accounts.
Assets Under Management
$6.7B
Employees
22
Offices
1 office
Total Clients
42
Primary office
AVON, CO
137 BENCHMARK ROAD, SUITE C103B-2, AVON, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.2% of total clients.
Top client categories% of clientsClients
1
Individuals
95.2%
40
2
Pooled Investment Vehicles
4.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.7Bas of March 31, 2026
Discretionary83.1%
$5.5B
83% of total RAUM83.1%
Non-discretionary16.9%
$1.1B
17% of total RAUM16.9%
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.
Total AUM$6.7B
Total Accounts3,287
10Y AUM Change+$4.3B (+183.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee2:1
10Y Employee Change+15 (+214.3%)
* 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.