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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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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%
Capital north
Vital wave summit
- CRD
- #69916
- Ownership
- 17.1%
Showing 2 of 3 owners & executives
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Maranda Kailey Barnhart
--
- CRD
- #7552814
Nathan Ross Burman
Operations Associate
- CRD
- #7645264
Fusion legacy
Prime capital
- CRD
- #65417
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
Total SMA Asset: $1,338,285,275
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $668,142,144 | 13.4% |
| Equity - Exchange | $1,037,116,164 | 20.8% |
| Cash | $1,620,494,007 | 32.5% |
| Equity - OTC | $1,221,603,174 | 24.5% |
| Municipal Bonds | $438,779,916 | 8.8% |
| Total | $4,986,135,405 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON EAGLE NORTH | FOCUS UNISON | 42MA2X5SY | GMRK | 10.90% | $67,311,205 |
| OPTIMA VECTOR RIDGE | RADIAL CATALYST | ORWISZPL6 | CLFJB | 6.87% | $25,210,010 |
| WAVE ATLAS VERTEX | ALPHA TIMBER | E8I9LIVRP | CKK | 1.98% | $76,108,816 |
| NORTH GLACIER | HARBOR GLACIER | FO3YW1312 | GMKUV | 1.33% | $8,528,804 |
| SUMMIT EMBER VECTOR | TIMBER QUANTUM | TIOUZ5BNS | BAHPM | 5.89% | $77,032,470 |
| RADIAL FOUNDATION | UNISON UNISON | MKR1NG2KA | STJHZ | 8.64% | $28,810,622 |
| QUANTUM SUMMIT | FUSION MERIDIAN | 2L0I27S10 | KOJH | 6.60% | $66,323,212 |
| PEAK CAPITAL | EMBER NORTH | AZ0YBHOFT | LIMM | 10.82% | $60,955,851 |