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THE ASPEN EQUITY GROUP, INC.

Advisory

WACO, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX
#1,900
of 2,813 advisers by AUM
Average account
$412K
across 89 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$37M
Discretionary %
100%
Clients
42
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients42
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

K-WM LLC
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$37M
+7.5% 1Y
DH ASSET MANAGEMENT, LLC
$36M
MATT MONTGOMERY
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$36M
MUCH WEALTH MANAGEMENT, INC.
SOUTHLAKE, TX
$37M
SAHNI, INC.
$36M
TRUGENT CAPITAL, L.P.
FORT WORTH, TX
$36M
-57.9% 1Y

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