ASPEN CAPITAL MANAGEMENT LLC

Overview

Aspen Capital Management LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, advisory coordination and insurance brokerage. The firm operates as a capital allocator—sourcing and placing capital into third‑party managers and private deals rather than acting primarily as an active discretionary portfolio manager. Fee arrangements include hourly and other non‑standard structures, and the firm highlights selection of other advisers as a core advisory activity. Aspen is not positioned as an ESG investor and does not identify as a multi‑state adviser or pension consultant. The firm’s business model emphasizes consultative planning and facilitator roles: financial planning, recommending insurance and arranging investments through outside managers or product providers. That approach aligns with its non‑discretionary posture on client assets and its use of alternative investment channels such as private placements and real estate.

Assets & Accounts

Investments & Alternatives

Location & Offices