ASPEN CAPITAL MANAGEMENT
Legal name: ASPEN CAPITAL MANAGEMENT, LLC
CRD #119050 SEC #801-63437 BOISE, ID 208-345-0174
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
12
Clients
251
Accounts
1,458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $1.1B | $22.2M | 12 | 0 |
| Mar 2025 | $1.1B | $1.1B | $22.2M | 9 | 0 |
| Nov 2024 | $1B | $0 | $1B | 10 | 0 |
| Mar 2024 | $1B | $0 | $1B | 10 | 0 |
| Dec 2023 | $850.4M | $0 | $850.4M | 10 | 0 |
| Mar 2023 | $850.4M | $0 | $850.4M | 9 | 0 |
| Mar 2022 | $836.1M | $0 | $836.1M | 7 | 0 |
| Mar 2021 | $785M | $0 | $785M | 6 | 0 |
| Jun 2020 | $458.9M | $0 | $458.9M | 6 | 0 |
| Mar 2020 | $458.9M | $0 | $458.9M | 6 | 0 |
| Mar 2019 | $497.2M | $0 | $497.2M | 5 | 0 |
| Mar 2018 | $509.6M | $0 | $509.6M | 5 | 0 |
| Aug 2017 | $429M | $0 | $429M | 4 | 100 |
| Mar 2017 | $395M | $0 | $395M | 3 | 100 |
| Mar 2016 | $329.1M | $0 | $329.1M | 2 | 100 |
| Mar 2015 | $330.1M | $0 | $330.1M | 2 | 100 |
| Mar 2014 | $304.8M | $0 | $304.8M | 2 | 100 |
| Mar 2013 | $236.6M | $0 | $236.6M | 2 | 26 |
| May 2012 | $170.4M | $0 | $170.4M | 1 | 26 |
| Jan 2012 | $170.4M | $0 | $170.4M | 1 | 26 |
| Mar 2011 | $171.8M | $0 | $171.8M | 5 | -- |
| Feb 2007 | $80M | $0 | $80M | 5 | -- |
| Mar 2006 | $56M | $0 | $56M | 5 | -- |
| Sep 2005 | $35M | $0 | $35M | 5 | -- |
| Aug 2004 | $25M | $0 | $25M | 5 | -- |
DateNov 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.2M
Employees12
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.2M
Employees9
Clients0
DateNov 2024
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees10
Clients0
DateMar 2024
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees10
Clients0
DateDec 2023
Total AUM$850.4M
Discretionary$0
Non-Disc.$850.4M
Employees10
Clients0
DateMar 2023
Total AUM$850.4M
Discretionary$0
Non-Disc.$850.4M
Employees9
Clients0
DateMar 2022
Total AUM$836.1M
Discretionary$0
Non-Disc.$836.1M
Employees7
Clients0
DateMar 2021
Total AUM$785M
Discretionary$0
Non-Disc.$785M
Employees6
Clients0
DateJun 2020
Total AUM$458.9M
Discretionary$0
Non-Disc.$458.9M
Employees6
Clients0
DateMar 2020
Total AUM$458.9M
Discretionary$0
Non-Disc.$458.9M
Employees6
Clients0
DateMar 2019
Total AUM$497.2M
Discretionary$0
Non-Disc.$497.2M
Employees5
Clients0
DateMar 2018
Total AUM$509.6M
Discretionary$0
Non-Disc.$509.6M
Employees5
Clients0
DateAug 2017
Total AUM$429M
Discretionary$0
Non-Disc.$429M
Employees4
Clients100
DateMar 2017
Total AUM$395M
Discretionary$0
Non-Disc.$395M
Employees3
Clients100
DateMar 2016
Total AUM$329.1M
Discretionary$0
Non-Disc.$329.1M
Employees2
Clients100
DateMar 2015
Total AUM$330.1M
Discretionary$0
Non-Disc.$330.1M
Employees2
Clients100
DateMar 2014
Total AUM$304.8M
Discretionary$0
Non-Disc.$304.8M
Employees2
Clients100
DateMar 2013
Total AUM$236.6M
Discretionary$0
Non-Disc.$236.6M
Employees2
Clients26
DateMay 2012
Total AUM$170.4M
Discretionary$0
Non-Disc.$170.4M
Employees1
Clients26
DateJan 2012
Total AUM$170.4M
Discretionary$0
Non-Disc.$170.4M
Employees1
Clients26
DateMar 2011
Total AUM$171.8M
Discretionary$0
Non-Disc.$171.8M
Employees5
Clients--
DateFeb 2007
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees5
Clients--
DateMar 2006
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees5
Clients--
DateSep 2005
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateAug 2004
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--