THE ASPEN EQUITY GROUP

Overview

The Aspen Equity Group is an independent registered investment adviser operating as a corporation and owned by an individual principal. Its client mix spans individuals and families as well as institutional accounts. Advisory services center on financial planning and discretionary portfolio management across individuals, small businesses and pooled investment vehicles; the firm also sponsors and serves as general partner/managing member for at least one pooled vehicle. Investment posture is equity‑centric, implemented primarily through separately managed accounts and exchange‑traded instruments. The firm uses a blended fee model (percentage of AUM, hourly and fixed fees) and is not positioned as an ESG‑focused allocator. It maintains a modest private fund footprint, running at least one hedge fund that the firm sponsors and manages alongside client advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices