RIA Intel›Advisers›Delaware›ARIS CAPITAL STRATEGIES, LLC

ARIS CAPITAL STRATEGIES, LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$164K

across 73 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$0

Non-Discretionary AUM$12M

Discretionary %0%

Total Clients73

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, NC

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

73 clients

5 high-net-worth

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

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Advisers of similar size in DE

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

ALSTON CAPITAL MANAGEMENT LLC

$12M

EQUITY LOGIC, LLC

$12M

0.0% 1Y

GAOAN CAPITAL MANAGEMENT LLC

$12M

GRAY INVESTMENT MANAGEMENT LLC

$12M

-18.8% 1Y

SOUTH POINTE ADVISORS LLC

$12M

CANNON WEALTH GROUP LLC

$12M

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