Aspen Capital Management
● SEC registered since 2004CRD 119050SEC# 801-63437Boise, ID
Reg. AUM
$1.34B
Employees
12
Accounts
1,518
Location
Boise, ID
Aspen Capital Management assets under management
Aspen Capital Management operates as an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2004. It reports $1.3 billion in regulatory assets under management and employs 12 people.
Aspen Capital Management owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lavea Grace Thomas | Member | 5-10% | 2025 |
| Mike Sean Mers Control | Member | Over 75% | 2002 |
| Rachel Anne Lysne | Chief Compliance Officer | 5-10% | 2023 |
Frequently asked questions
How much does Aspen Capital Management manage?
Aspen Capital Management reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Aspen Capital Management have?
Aspen Capital Management reports 12 employees.
Where is Aspen Capital Management located?
Aspen Capital Management is based in Boise, ID and has been SEC-registered since 2004.
Does Aspen Capital Management disclose fund performance?
Aspen Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 S Capitol Blvd, Suite 610, Boise, ID 83702 |
| Phone | 208-345-0174 |
| Fax | 208-345-0174 |
| Office hours | 9-4 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.34B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.34BNon-discretionary $1.1M