# ASPEN GROVE CAPITAL, LLC

ASPEN GROVE CAPITAL, LLC of AVON, CO is an SEC-registered investment adviser.

## Registration

- CRD: 158166
- Type: SEC-registered investment adviser
- SEC file number: 801-78138
- Location: 137 BENCHMARK ROAD, SUITE C103B-2, AVON, CO, 81620
- Phone: 970-688-4188
- Latest filing: 2026-03-31
- Regulatory AUM: $6.7B
- Discretionary AUM: $5.5B
- Non-discretionary AUM: $1.1B
- Clients: 22
- Accounts: 3,287

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Clayton Kirwood | MANAGING MEMBER; TRUSTEE OF ASPEN GROVE TRUST | — |
| Richard Jess Geisman | CHIEF COMPLIANCE OFFICER | — |
| GEISMAN RICHARD JESS | CHIEF COMPLIANCE OFFICER | — |
| KIRWOOD JEFFREY CLAYTON | MANAGING MEMBER; TRUSTEE; TRUSTEE OF ASPEN GROVE TRUST | — |
| HORVITZ MATTHEW J | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158166/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158166/similar
- Related entities: https://search.stillhousedata.com/firm/158166/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158166

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.