ASPEN CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 119050
- Registered since
- August 19, 2004
- Website
- www.aspencapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.93%
- Charitable Organizations9.16%
- Individuals4.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aspen Capital Management, LLC is an independent registered investment adviser that has been SEC-registered since 2004 and serves both individual/family and institutional clients. The firm combines fee models tied to a percentage of assets under management with fixed-fee engagements and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. Aspen Capital’s public filings show a clear preference for pooled public funds and mutual funds as the backbone of client portfolios, supplemented by targeted allocations to alternative sectors. The firm has received industry recognition, including listings by FA Magazine and investor.com in 2020. Aspen Capital is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 10Scott Warner
Financial AdvisorCRD 8114948
TAJ PEREIRA
Financial AdvisorCRD 7655674
MIKE MERS
Founder & Financial AdvisorCRD 4505065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$369M in ETFs
22%
$79.3M
79%
$289M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $80.9M | 2,275,858 | 21.93% |
Location
BOISE, ID
ADA
Location
BOISE, ID
Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 101 S Capitol Blvd
- Time zone
- MT (UTC-7)
- Office locations
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