Scott Warner

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

2 years registered in the securities industry

Current & Past Employments

Current

ASPEN CAPITAL MANAGEMENT, LLCCurrent·CRD# 119050

RIA

101 S Capitol Blvd Suite 610, Boise, ID 83702

June 19, 2025 - Present

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Current Firm

AC

ASPEN CAPITAL MANAGEMENT, LLC

ASPEN CAPITAL MANAGEMENT | MERS FINANCIAL ADVISORS, LLC | ASPEN CAPITAL MANAGEMENT, LLC

CRD#: 119050 / SEC#: 801-63437

RIA

Registered Investment Advisory firm - SEC (8/19/2004 Approved)

Idaho

Registered Investment Advisory firm - Idaho (8/20/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

101 S Capitol Blvd Suite 610, Boise, ID 83702

Phone Number

(208) 345-0174

# of Employees

12

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,518

AUM (Assets Under Management)

$1,338,285,275

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/23/2025	Cover Page	Report
09/26/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Warner Family Partnership. Investment-related. 579 S Aspen Lakes Way, Star, ID 83669 Residential and commercial real estate investment. General Partner. General Partner. Started July 8, 2010. 0 hours per month devoted to the business. 0 hours per month during securities trading hours. My only duty in this business is voting on issues as needed.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AC

ASPEN CAPITAL MANAGEMENT, LLC

ASPEN CAPITAL MANAGEMENT | MERS FINANCIAL ADVISORS, LLC | ASPEN CAPITAL MANAGEMENT, LLC

CRD#: 119050 / SEC#: 801-63437

RIA

Registered Investment Advisory firm - SEC (8/19/2004 Approved)

Idaho

Registered Investment Advisory firm - Idaho (8/20/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Idaho
(6/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.