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- Custodian
- JP Morgan ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 15.0%, from $5.8B to $6.7B.
Across 5 reported observations, AUM increased 34.3% between March 31, 2022 and March 31, 2026, from $5.0B to $6.7B.
Of the latest reported AUM, 83.1% is discretionary and 16.9% is non-discretionary.
The firm reports 12 advisory representatives and 42 clients, or 3.5 clients per representative. That equates to $158.8M in reported AUM per client.
The profile lists 10 reported office locations and 14 years in operation. The source data was last updated on March 31, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Aspen Grove Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Rick Geisman
President And Chief Financial Officer
- CRD
- #2153452
Showing 2 of 17 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
SMA allocation detail is available
Aspen Grove Capital, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aspen Grove Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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