Trevor
Hotmer

Aspen Capital Management, LLC

CRD#7938988
Investment Advisor
in Boise, ID

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About this Advisor

Trevor Hotmer is a financial advisor based in Boise, Idaho, working with Aspen Capital Management, LLC. Trevor has previously held positions at Domino's, Golf Galaxy, Western Express Lending, Aspen Capital Management, School, and Boise State University. Trevor has passed the Series 65 regulatory exam and is registered to provide services in Idaho and Texas. Currently, Trevor is part of Aspen Capital Management, LLC, which operates out of Boise, Idaho. The firm has 10 employees and manages assets totaling $1.0 billion. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Aspen Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

101 S Capitol Blvd Suite 610
Boise, ID 83702

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Aspen Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,010,000,000

ID Average: $655,107,610
Total Number of Employees

10

ID Average: 12
Total Number of Accounts

1,424

ID Average: 770
Average Account Size

$709,270

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Trevor Hotmer Work History

2023 - Present (1 year)

Aspen Capital Management

2022 - 2023 (1 year)

Boise State University

2021 - 2022 (1 year)

Golf Galaxy

2021 - 2021 (< 1 year)

Western Express Lending

2019 - 2019 (< 1 year)

Domino'S

2019 - 2021 (2 years)

Boise State University

2012 - 2019 (7 years)

School

Disclosures

Please visit the SEC profile of Trevor Hotmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aspen Capital Management, LLC

James Smith
Boise, ID
Nathan Burman
Boise, ID
Trevor Hotmer
Boise, ID
Lavea Thomas
Boise, ID
Rachel Rant
Boise, ID
Jake Taylor
Boise, ID
Katherine Dow
Boise, ID
Mike Mers
Boise, ID

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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