$40.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
243 ADV. Clients
10 yrs Firm Age
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- Custodian
- Inspira Financial Trust · LLC · Mainstar Trust · Millennium Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-17-2015
- Office Locations
- 1
Office Locations
1173 South 250 West SUITE#105 Saint George UT
About Aspen Capital Management LLC
Aspen Capital Management is a Utah-based RIA providing active asset management and hands-on retirement planning, focusing on plan implementation and smooth wealth transfer. The team stays in close contact with clients and coordinates with their tax and legal advisors. Portfolios may incorporate ETFs and public funds alongside cash reserves.
Team overview
48 AVG AGE
$20.4M AVG AUM / ADVISOR
$167.8K AVG AUM / CLIENT
10.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
JOHN REED CROSIER
Chief Compliance Officer
- CRD
- #2787111
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CHAD EVERETT LOVELAND
President
- CRD
- #2837851
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,775,728 | -- |
| Total | $40,775,728 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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