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Johann Simpson

Investment adviser representative at Aspen Capital Management, LLC
10 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

10 years in the industry.

  1. Aspen Capital Management, LLCNov 2025 to now
  2. Digestive Health Clinic LLCFeb 2024 to Nov 2025
  3. Apex Leaders LLCMay 2018 to Feb 2024
  4. Visit PayFeb 2017 to Nov 2017
  5. Boise State UniversitySep 2016 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8212229
Firm CRD
119050
Advisor's SEC record (opens in a new tab)
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