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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-19-2004
- Office Locations
- 1
Office Locations
About Aspen Capital Management, LLC
Aspen Capital Management is an independent, fee-only RIA based in Boise serving clients nationwide. The firm provides comprehensive financial planning alongside disciplined, long-term investment management, coordinating advice across all assets and account types. Clients tend to be busy, goal-oriented individuals and families seeking objective guidance. Custody relationships include Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 21, 2025 and February 24, 2026, reported AUM increased 18.4%, from $1.1B to $1.3B.
Across 5 reported observations, AUM increased 60.1% between March 24, 2022 and February 24, 2026, from $836.1M to $1.3B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 9 advisory representatives and 475 clients, or 52.8 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Aspen Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MIKE SEAN MERS
Chief Executive Officer, Founder
- CRD
- #4505065
- Ownership
- 75% or more
RACHEL ANNE LYSNE
Chief Compliance Officer, Director Of Operations
- CRD
- #7014862
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Maranda Kailey Barnhart
Operations Associate
- CRD
- #7552814
Nathan Ross Burman
Operations Associate
- CRD
- #7645264
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,337,145,536 | $883,187 |
| Non-Discretionary | $1,139,739 | $284,935 |
| Total | $1,338,285,275 | $881,611 |
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Separately Managed Accounts
SMA allocation detail is available
Aspen Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aspen Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.