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ASPEN CAPITAL MANAGEMENT, LLC
Legal name: ASPEN CAPITAL MANAGEMENT
CRD 119050File 801-63437
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.34B
Above cohort median (national)
Discretionary AUM
$1.34B
Non-discretionary $1.1M
Clients
475
1,518 accounts
Employees
12
Top 25% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 19, 2004
- Principal office
- 101 S CAPITOL BLVD, SUITE 610, BOISE, ID, 83702
- Phone
- 208-345-0174
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.34B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $1.1M
- Discretionary accounts
- 1,514
- Non-discretionary accounts
- 4
- Total accounts
- 1,518
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 32 | $122.5M |
| High net worth individuals | 284 | $1.15B |
| Individuals (other than high net worth individuals) | 159 | $65.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 398 | 475 | increased by77 |
| Mar 1, 2026 | AUM | $1,130,631,429 | $1,338,285,275 | increased by$207,653,846 |
| Mar 1, 2026 | Accounts | 1,458 | 1,518 | increased by60 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 12 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 223 | 398 | increased by175 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $836,060,000 | $1,130,631,429 | increased by$294,571,429 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,798 | 1,458 | decreased by340 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 206 | 223 | increased by17 |
| Apr 1, 2022 | AUM | $785,038,007 | $836,060,000 | increased by$51,021,993 |
| Apr 1, 2022 | Accounts | 1,000 | 1,798 | increased by798 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASPEN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASPEN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.