Aspen Capital Management, LLC
Aspen Capital Management, LLC is a fully independent, fee-only Registered Investment Advisor based in Boise, Idaho. Founded in 2003, the firm specializes in comprehensive financial planning and disciplined, long-term investment management for high-net-worth individuals and families. Aspen Capital Management employs approximately 10 staff members, serving over 1,400 client accounts and managing over $1 billion in client assets. The firm's approach emphasizes integrity, expertise, and objectivity, aiming to provide clients with personalized and unbiased advice.
Investment Strategy
Aspen Capital Management employs a disciplined, long-term investment strategy focused on low-cost global diversification and tax-efficient portfolio design. The firm emphasizes comprehensive financial planning, risk management, portfolio rebalancing, and investment advice centered solely on clients' best interests. Aspen Capital Management provides tailored advice and portfolio management, helping clients navigate complex financial issues such as 401k plans, company stock, deferred compensation, RSUs, and concentrated holdings. Their consultative, client-centric approach ensures that investment decisions are aligned with clients' life goals and financial complexities, serving high-net-worth individuals who seek a responsive, trustworthy advisory relationship.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIC | DIMENSIONAL ETF TRUST | 18.37% | $65.6M | 2,108,700 | $27.77 | $31.09 | +$6.4M |
S SGOV | ISHARES TR | 17.94% | $64.0M | 635,800 | $100.67 | $100.69 | +$10.3M |
D DFAC | DIMENSIONAL ETF TRUST | 12.28% | $43.8M | 1,222,837 | $33.09 | $35.84 | +$4.9M |
D DFCF | DIMENSIONAL ETF TRUST | 8.09% | $28.9M | 683,067 | $42.08 | $42.26 | +$2.9M |
D DFAT | DIMENSIONAL ETF TRUST | 4.53% | $16.1M | 299,283 | $51.49 | $53.96 | +$610.8K |