WHITE ASPEN CAPITAL LLC

Overview

White Aspen Capital LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm’s investment activity centers on equity-oriented portfolios, with a clear preference for exchange-traded instruments. Its fee model combines a percentage of assets under management with fixed-fee engagements, which supports both ongoing wealth-management relationships and project-based planning work. Client work appears to blend traditional advisory services—comprehensive planning and portfolio oversight—with investments constructed around public equities and mutual fund sleeves. The adviser does not position itself as an ESG specialist and is not organized as a multi-state or pension consultant adviser. White Aspen structures relationships primarily on a discretionary basis while retaining a modest non-discretionary footprint for certain clients or strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices