Courtney Ringlein
Aspen Grove Capital · Avon, Colorado
Courtney Ringlein is a fee-only financial advisor at Aspen Grove Capital in Avon, Colorado. Courtney 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 |
| SEC registration | Investment adviser representative in CO · CRD 7699501 |
| Exams passed | Series 65 (2023) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.aspengrovellc.com |
How Courtney'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 Courtney
Is Courtney Ringlein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney 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 Courtney charge for financial advice?
Courtney's firm, Aspen Grove Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Courtney Ringlein based?
Courtney Ringlein is based in Avon, Colorado.
What does Courtney specialize in?
Courtney's specialties include family wealth transfer. Courtney works with multi-generational families.
Is Courtney Ringlein registered with the SEC?
Yes. Courtney Ringlein is registered as an investment adviser representative in CO (CRD 7699501), 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 Courtney Ringlein?
Through Courtney'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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