Adam Joice
Aspen Grove Capital · Avon, Colorado
Adam Joice is a fee-only financial advisor at Aspen Grove Capital in Avon, Colorado, who holds the CFP credential. Adam focuses on family wealth transfer. Aspen Grove Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aspen Grove Capital |
|---|---|
| Based in | Avon, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.67B across 3,287 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7061929 |
| Exams passed | Series 65 (2019) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.aspengrovellc.com |
| Profile |
How Adam's firm compares
- Aspen Grove Capital's average account is about $2.0 million, from its Form ADV (assets managed divided by 3,287 accounts).
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Questions about Adam
Is Adam Joice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Aspen Grove Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Aspen Grove Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Joice based?
Adam Joice is based in Avon, Colorado.
What does Adam specialize in?
Adam's specialties include family wealth transfer. Adam works with multi-generational families.
What credentials does Adam Joice hold?
Adam Joice holds the CFP credential.
Is Adam Joice registered with the SEC?
Yes. Adam Joice is registered as an investment adviser representative in CO (CRD 7061929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Grove Capital manage?
Aspen Grove Capital reports $6.67B across 3,287 accounts in assets under management.
How do I contact Adam Joice?
Through Adam's website, www.aspengrovellc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aspen Grove Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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