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Aspen Grove Capital, LLC

Aspen Grove Capital, LLC. CRD 158166

A

CRD: 158166

Aspen Grove Capital, LLC

Avon, CO, 81620
9706884188
www.aspengrovellc.com
$6.7B Total AUM
$5.5B Disc. AUM
-- 3Y CAGR
22 Employees
42 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
JP Morgan ยท Morgan Stanley
Clients
Retail and Institutional
Platforms
Quantum
Established Date
09-09-2011
Office Locations
10

Office Locations

12300 Liberty Blvd Englewood CO
137 Benchmark Road Suite C103b-2 Avon CO
90 Benchmark Road Suite 201 Avon CO

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

53 AVG AGE
$555.8M AVG AUM / ADVISOR
$158.8M AVG AUM / CLIENT
6.5 yrs AVG TENURE
22 Employees
12 Advisory Reps
7 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Momentum frontier Pioneer Peak Atlas atlas North pathway Radial

Investment Themes

Bridge

Investment Vehicles

Atlas

Services

Horizon North ridge Value Summit peak Vital Legacy Summit

Technology

Signal

Owner & Executives

J

JEFFREY CLAYTON KIRWOOD

Chief Executive Officer, Managing Member

CRD
#5950168
Ownership
75% or more
(422) 599-4575
value.signal@optimacapital.com
in linkedin.com/in/focus-catalyst
R

RICHARD JESS GEISMAN

Chief Compliance Officer, Chief Financial Officer, President

CRD
--
Ownership
10% but less than 25%
(439) 785-6634
horizon.harbor@focuscapital.com
in linkedin.com/in/summit-bridge

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Contacts

J

James Martin Elliott

Chief Compliance Officer, FOUNDER, Managing Partner

CRD
#6714261
(724) 427-7460
eagle.vital@frontiercapital.com
in linkedin.com/in/wave-peak
A

Adam Charles Joice

--

CRD
#7061929
(916) 932-6193
catalyst.vital@vectorcapital.com
in linkedin.com/in/frontier-crest
T

Timber beacon

Focus insight bridge

CRD
#93857
(316) 435-7707
element.north@radialcapital.com
in linkedin.com/in/optima-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
08-29-2023
03-29-2024
03-31-2025
03-31-2026
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

$6.6B Total SMA
Equity - Exchange:
8.5%
Private Funds:
7.5%
Public Funds:
6.7%
Other:
14.8%
Cash:
7.2%
Municipal Bonds:
13.3%
Corporate - Investment Grade:
25.9%
U.S. Government/Agency:
16.1%
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

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