Leo Kraunelis
Aspen Grove Capital · Avon, Colorado
Leo Kraunelis is a fee-only financial advisor at Aspen Grove Capital in Avon, Colorado, who holds the CFA credential. Leo 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 | CFA |
| SEC registration | Investment adviser representative in CO · CRD 6978233 |
| Exams passed | Series 65 (2018) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.aspengrovellc.com |
How Leo'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 Leo
Is Leo Kraunelis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leo 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 Leo charge for financial advice?
Leo's firm, Aspen Grove Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leo Kraunelis based?
Leo Kraunelis is based in Avon, Colorado.
What does Leo specialize in?
Leo's specialties include family wealth transfer. Leo works with multi-generational families.
What credentials does Leo Kraunelis hold?
Leo Kraunelis holds the CFA credential.
Is Leo Kraunelis registered with the SEC?
Yes. Leo Kraunelis is registered as an investment adviser representative in CO (CRD 6978233), 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 Leo Kraunelis?
Through Leo'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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