ASPEN GROVE CAPITAL, LLC
C21
CRD 158166·SEC 801-78138·AVON, CO
AUM
$6.67B
$1B+
Est. Revenue
$66.7M
@ 1% on AUM
Est. EBITDA
$20.0M
@ 30% margin
Est. Deal Value
$160.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $2.69B
'21 · $3.23B
'22 · $3.73B
'23 · $4.97B
'25 · $5.80B
'26 · $6.67B
'20'26
$2.69B → $6.67B▲ +148%
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 7 advisors
'22 · 8 advisors
'23 · 11 advisors
'25 · 11 advisors
'26 · 12 advisors
'20'26
8 advisors → 12 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (21)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
137 BENCHMARK RD SUITE C103B-2PO BOX 9389AVON, CO 81620
Business
137 BENCHMARK RD SUITE C103B-2PO BOX 9389AVON, CO 81620
Edgar Recent Filings
13F-HR2026-05-14 · 0001806027-26-000006
13F-HR2026-02-17 · 0001806027-26-000002