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, SEC‑registered RIA formed in 2004 and organized as an LLC under individual ownership. The firm serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage‑of‑AUM billing and fixed fees. Aspen does not self‑identify as an active ESG investor, is not a multi‑state adviser, and does not operate as a capital allocator or pension consultant. In 2020 the firm was listed by FA Magazine as a Top RIA Firm and was named a Top RIA Firm to Watch by investor.com.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 10
Scott 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 58Active vs passive
$407M in ETFs
16%
$65.2M
84%
$342M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $88.7M | 2,380,785 | 21.78% |
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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