Aspen Capital Management, LLC

Overview

Aspen Capital Management, LLC is an SEC registered investment adviser based in Boise, ID, registered since 2004. It reports $1.3B in assets under management across 1,518 accounts, with 12 employees. It has 10 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

1,518

Average account

$882K

Employees

12

Advisory reps

10

Registered since

2004

Jurisdictions

11

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Rachel Anne Lysne Chief Compliance Officer CRD 7014862
• Lavea Grace Thomas Member CRD 4920010
• Mike Sean Mers Member CRD 4505065

Advisory reps 3 of 10

• Maranda Kailey Barnhart Investment Adviser Rep CRD 7552814
• Nathan Ross Burman Investment Adviser Rep CRD 7645264
• Trevor Hotmer Investment Adviser Rep CRD 7938988

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

101 S Capitol Blvd Ste 610
Boise, ID 83702

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: aspencapitalmgmt.com

Every state, with registration dates

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