Aspen Capital Management LLC

Aspen Capital Management LLC (CRD# 226559) is a financial advisory firm headquartered in Saint George, UT. They manage $17,000,000 in 234 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $72,650
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Aspen Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard S. Ewell
CRD#: 6216567
1150 South Bluff Street, Suite #6, Saint George, UT 84770
89
Wealthminder
score

Richard Ewell (CRD# 6216567) is an Investment Advisor Representative working at Aspen Capital Management LLC in Saint George, UT and has over 2 years of experience in the finance industry.

2
Chad E. Loveland
CRD#: 2837851
1150 South Bluff Street, Suite #6, Saint George, UT 84770
84
Wealthminder
score

Chad Loveland (CRD# 2837851) is an Investment Advisor Representative working at Aspen Capital Management LLC in Saint George, UT and has over 19 years of experience in the finance industry. Chad Loveland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John R. Crosier
CRD#: 2787111
1150 South Bluff Street, Suite #6, Saint George, UT 84770
81
Wealthminder
score

John Crosier (CRD# 2787111) is an Investment Advisor Representative working at Aspen Capital Management LLC in Saint George, UT and has over 20 years of experience in the finance industry.

4
Daniel J. Matheson
CRD#: 5076892
Lehi, UT
81
Wealthminder
score

Daniel Matheson (CRD# 5076892) is an Investment Advisor Representative working at Aspen Capital Management LLC in Lehi, UT and has over 10 years of experience in the finance industry.

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