White Aspen Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,500,000
Clients
68
Advisors
2
of 2 employees
About
White Aspen Capital provides investment advisory and financial planning services primarily to individuals — including high-net-worth clients — and to corporations and business entities. The firm offers ongoing portfolio management and standalone financial planning, and in 2026 began providing discretionary investment management documented by individualized Investment Policy Statements.
The firm’s investment process draws on fundamental, quantitative, technical analysis and modern portfolio theory and implements strategies using mutual funds, ETFs, equities and fixed income across both long- and short-term trading horizons. Accounts are generally managed under discretionary authority, and the adviser notes it does not aggregate (block) trades for multiple client accounts, which can affect execution outcomes for some clients.
Several features distinguish this firm from many peers: owners maintain a separate financial-planning business that produces plans for individuals and other RIAs (reported as roughly 20 hours monthly and about 20% of their compensation), and certain representatives are licensed to sell insurance products and may receive commissions for those sales. The brochure also discloses a past voluntary resignation from a prior broker-dealer amid concerns related to client-paid travel, and the firm’s custodial relationship with Schwab may result in access to research and other soft-dollar benefits.
Client services
Expertise
Occupation focus
Fee options
1.50% annually
$125/hour for financial planning
Main office
155 S Water Street, Suite 220
Henderson NV 89015
Advisors at this office
2
Most active in
California · Nevada · Texas
Also doing business as
Canyons Capital · Canyons Capital LLC · White Aspen Capital · White Aspen Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Christine S
CFP®, Series 63, Series 65
Henderson, NV
White Aspen Capital LLC
Christine Sakraida is a CFP® with 13 years of experience in the financial services industry. She currently serves as an advisor at White Aspen Capital LLC, where she has worked since 2025. Prior to that, she was with Oppenheimer for nine years. In addition to her advisory role, she owns Andesine Planning, a financial planning business serving individuals and RIAs. White Aspen Capital provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a multistrategy investment approach incorporating fundamental, quantitative, and technical analysis, and manages accounts mainly on a discretionary basis.
Cort B
Series 66
Henderson, NV
White Aspen Capital LLC
Cort Barrett is a financial advisor at White Aspen Capital LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc, Bank of America, N.A., and Merrill. Barrett also owns Andesine Planning, a financial planning business that produces plans for individuals and registered investment advisors. White Aspen Capital provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as corporations and business entities. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios across various asset classes and time horizons.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)