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- Custodian
- JP Morgan ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 09-09-2011
- Office Locations
- 10
Office Locations
About Aspen Grove Capital, LLC
Aspen Grove Capital, LLC is a Colorado-based RIA serving retail and institutional clients, providing asset management alongside financial planning, portfolio construction, and insurance support. The firm allocates across ETFs and mutual funds and also uses private funds, with stated focus areas that include alternative investments and fixed income. Custody relationships include JP Morgan and Morgan Stanley.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY CLAYTON KIRWOOD
Chief Executive Officer, Managing Member
- CRD
- #5950168
- Ownership
- 75% or more
RICHARD JESS GEISMAN
Chief Compliance Officer, Chief Financial Officer, President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
James Martin Elliott
Chief Compliance Officer, FOUNDER, Managing Partner
- CRD
- #6714261
RICHARD JESS GEISMAN
Chief Compliance Officer, Chief Financial Officer, President
- CRD
- --
Timber beacon
Focus insight bridge
- CRD
- #93857
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,540,042,307 | $1,801,054 |
| Non-Discretionary | $1,129,904,112 | $5,354,996 |
| Total | $6,669,946,419 | $2,029,190 |
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Separately Managed Accounts
Total SMA Asset: $6,646,508,962
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $247,585,565 | 8.5% |
| Private Funds | $218,457,851 | 7.5% |
| Public Funds | $195,155,681 | 6.7% |
| Other | $431,090,160 | 14.8% |
| Cash | $209,719,537 | 7.2% |
| Municipal Bonds | $387,398,590 | 13.3% |
| Corporate - Investment Grade | $754,407,780 | 25.9% |
| U.S. Government/Agency | $468,956,189 | 16.1% |
| Total | $2,912,771,353 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE ATLAS SIGNAL | VERTEX BRIDGE | KJ71U2PI9 | RALVU | 3.99% | $44,175,595 |
| ZENITH MERIDIAN ELEMENT | FUSION SUMMIT | NN6LIBWGY | HOON | 3.20% | $35,696,006 |
| PATHWAY VERTEX | DELTA GLACIER | 76XHP3XAF | NKWXK | 9.24% | $77,954,308 |
| EMBER CREST | PRIME VECTOR | JZI1FRFG2 | BNU | 12.23% | $7,932,372 |
| OAK EMBER PEAK | VECTOR CAPITAL | FCSLJJPLF | KYJM | 5.17% | $83,194,000 |
| ALPHA ATLAS | ATLAS OPTIMA | 7Q51Z2VYD | CTYRO | 6.93% | $22,003,207 |
| PATHWAY MERIDIAN | VITAL PIONEER | YXJ3ZZE47 | ERFGJ | 0.97% | $73,714,255 |
| CREST VALUE ZENITH | HORIZON OAK | L58JSJ0XM | QBPD | 7.97% | $11,835,004 |