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Aspen Capital Management LLC

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Client assets under management

$40,775,728

Clients

243

2% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

122

Very High

Average account size

$167,801

About

Aspen Capital Management LLC primarily serves individual clients — including both high‑net‑worth and non‑HNW households — and also works with some pension and trust accounts. The firm provides financial planning and education, solicits access to third‑party registered investment advisors on its platform, and offers a broad menu of private placement opportunities and other non‑traditional financial products.

ACM functions largely as a soliciting firm rather than a discretionary portfolio manager: clients select from third‑party RIAs brought onto the platform, those advisors execute investment management, and ACM does not accept discretionary authority over client accounts. The brochure reports approximately $38 million in non‑discretionary assets under management as of December 31, 2024, and custodial and reporting responsibilities are handled by third‑party custodians and the selected advisors.

Noteworthy aspects include the firm’s extensive emphasis on private placements and other financial product sales available through its platform, and affiliations with insurance brokerages whose representatives may offer commission‑based insurance products to clients. ACM discloses past regulatory matters that were settled and states that its compensation primarily comes from solicitation agreements with third‑party advisors rather than acting as the principal portfolio manager for individual accounts.

Client services

Financial planning Selection of other advisers

Expertise

Private / alternative investments General retirement planning

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Fee options

Percentage

$25,000 - $500,000: 1.80% $500,001 - $1,000,000: 1.50% $1,000,001 - $1,500,000: 1.20% $1,500,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80%

Commissions

Commissions received on sale of insurance products by certain representatives

Project-based

Up to $300 per hour, negotiable

Other

Account minimum: $25,000 Fee-only: Hourly fees up to $300 per hour, negotiable

Main office location

Aspen Capital Management LLC

1173 South 250 West, Suite#105

Saint George UT 84770, United States

Number of offices

1

Most active in

More info

Utah

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 4352752810

Advisors at this firm

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user avatar

John C

Series 63, Series 65, Series 66

Saint George, UT

Aspen Capital Management LLC

John Crosier is a financial advisor with Aspen Capital Management LLC in Saint George, UT, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been associated with World Choice Securities, Inc. since 2012 and My Investment Advisor since 2011. Outside of his advisory roles, he owns and operates Crosier Financial, where he provides health, life, and disability insurance services. Aspen Capital Management primarily serves individual clients, including both high-net-worth and non-high-net-worth households, as well as some pension and trust accounts. The firm functions mainly as a soliciting firm for third-party registered investment advisors and offers access to private placements and other non-traditional financial products.

Private / alternative investments General retirement planning
user avatar

Chad L

Series 63, Series 65, Series 66

Saint George, UT

Aspen Capital Management LLC

Chad Loveland is a financial advisor with Aspen Capital Management LLC in Saint George, UT, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been affiliated with My Investment Advisor and Girard Securities, Inc. since 2011. Aspen Capital Management primarily serves individual clients, including both high-net-worth and non-HNW households, as well as some pension and trust accounts. The firm focuses on financial planning, education, and soliciting access to third-party registered investment advisors, offering a broad range of private placement opportunities and other non-traditional financial products.

Private / alternative investments General retirement planning
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