Jeffrey Kirwood is Managing Member and Trustee of Aspen Grove Trust of Aspen Grove Capital, is a control person of the firm and directly owns 75% or more of it. Jeffrey Kirwood holds a B.A. in Government from Dartmouth College and an MBA from Harvard Business School.
Aspen Grove Capital, LLC is an Avon, CO firm with $6.67B under management, 42 clients and 12 advisers across 2 offices, as of its September 2026 filing.
Jeff Kirwood is Founder and Chief Executive Officer of Aspen Grove Capital. He serves as lead advisor to multiple family office relationships and is a member of the firm's Investment Committee. Before founding Aspen Grove Capital in 2011, he was Managing Director of Lakeside Capital Group, a single-family office, and earlier Vice President of Corporate Development at Liberty Media Corporation.
- Aspen Grove Capital, LLCCurrent– present · 11 yearsAvon, CO · Adviser representative · Firm CRD 158166
Investment adviser representative registrations
Jeffrey Kirwood is registered as an investment adviser representative in Colorado, since December 2014.
- ColoradoSince 11 December 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Clayton Kirwood
- CRD
- 5950168
- Firm
- Aspen Grove Capital · CRD 158166
- Role
- Managing Member; Trustee of Aspen Grove Trust
- Office
- 137 BENCHMARK ROAD, SUITE C103B-2, Avon, CO 81620
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aspengrovellc.com
Where does Jeffrey Kirwood work?
Jeffrey Kirwood is Managing Member; Trustee of Aspen Grove Trust of Aspen Grove Capital, LLC, and is a control person of the firm.
Is Jeffrey Kirwood a financial advisor?
Yes. Jeffrey Kirwood has a current investment-adviser registration in Colorado, through Aspen Grove Capital since December 2014.
How many years of experience does Jeffrey Kirwood have?
Jeffrey Kirwood has 14 years in the financial industry, since August 2012, across 1 adviser firm.
What exams has Jeffrey Kirwood passed?
Jeffrey Kirwood passed the Series 65 in June 2011.
Where is Jeffrey Kirwood based?
Jeffrey Kirwood’s registered office is in Avon, CO.
Is Jeffrey Kirwood registered with FINRA?
No. Jeffrey Kirwood has no current broker registration.
How can I verify Jeffrey Kirwood’s record?
Search CRD 5950168 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Kirwood’s full registration record.