# White Aspen Capital LLC

> White Aspen Capital LLC is a state-registered investment advisory firm in Henderson, NV, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 308370
- Filed as: WHITE ASPEN CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Henderson, NV
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308370
- AdvisorCensus page: https://advisorcensus.com/firm/white-aspen-capital-llc-henderson-nv-308370

## Quick answers

**How is White Aspen Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), White Aspen Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is White Aspen Capital LLC located?**
White Aspen Capital LLC's principal office is in Henderson, NV, according to its Form ADV.

**Is White Aspen Capital LLC registered with the SEC or a state?**
White Aspen Capital LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308370.

**How much does White Aspen Capital LLC manage?**
White Aspen Capital LLC reports $18,000,000 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**What types of clients does White Aspen Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (8); business development companies (2).

**Does White Aspen Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308370

**What changed in White Aspen Capital LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $16,000,000 to $18,000,000 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,000,000
- Discretionary: $18,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $9,000,000 |
| High net worth individuals | 8 | $8,500,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 2 | $500,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whiteaspencapital.com
- LinkedIn @whiteaspencapital

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $16,000,000 to $18,000,000 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Aspen Capital LLC (CRD 308370): Form ADV filing data as of October 2026.