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They include 40 individuals and 2 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aspen Grove Capital offer?","answer":"Aspen Grove Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Aspen Grove Capital charge?","answer":"Aspen Grove Capital charges 0.60%–0.90% for its Asset Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aspen Grove Capital use?","answer":"Aspen Grove Capital’s separately managed account assets are held at Morgan Stanley Smith Barney LLC (New York, NY), with $2.53B and J.P. Morgan Securities LLC (New York, NY), with $679M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aspen Grove Capital have?","answer":"Aspen Grove Capital has 7 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aspen Grove Capital invest in?","answer":"At the end of its last fiscal year, Aspen Grove Capital’s separately managed accounts held 39% exchange-traded equities, 22% pooled vehicles (private funds and similar), 14% registered funds (mutual funds, ETFs, BDCs), 9% other, 6% cash and equivalents, 5% state and local bonds, 3% investment grade corporate bonds and 2% U.S. government and agency bonds. The 9% other category is described as: Employee Stock Options, Direct Company Investments, & Cryptocurrency. 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the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}