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Trevor Hotmer

Investment adviser representative at Aspen Capital Management, LLC
14 yearsExperience
2 statesRegistered in
$1.3BFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Aspen Capital Management, LLCMay 2023 to now
  2. Boise State UniversityMay 2022 to May 2023
  3. Golf GalaxyAug 2021 to May 2022
  4. Western Express LendingJun 2021 to Aug 2021
  5. Boise State UniversityAug 2019 to Jun 2021
  6. Domino'sJan 2019 to Jul 2019
  7. SchoolJan 2012 to Jan 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (ID, TX).

Aspen Capital Management, LLC

Legal name: Aspen Capital Management

$1.3BAssets managed
475Clients
10Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7938988
Firm CRD
119050
Advisor's SEC record (opens in a new tab)
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