RIA Intel›Advisers›Tennessee›ARIES INVESTMENTS, LLC

ARIES INVESTMENTS, LLC

Advisory

LAKELAND, TN

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$53K

across 16 accounts

AUM per adviser

$842K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$842K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$842K

Discretionary AUM$842K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

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

$850K

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JOHNSON CITY, TN

$777K

$700K

TRUSTFIRST INC.

$991K

LAKEWOOD FINANCIAL PLANNING, INC.

$550K

$1M

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