Mount Ararat Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$350,615
Total clients
2
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$175,308
About
Mount Ararat Financial Services provides financial planning and portfolio advisory services to individual clients, including high‑net‑worth individuals, with a stated mission of serving Armenian‑American clients. The brochure describes a one‑time Comprehensive Financial Plan, an Ongoing Financial Planning subscription (also available on an hourly basis), and an Investment Fund Selection service to identify replacement mutual funds or ETFs.
The firm’s investment approach emphasizes Strategic Asset Allocation and Modern Portfolio Theory, focusing on long‑term strategies tailored to each client’s goals, constraints, and risk tolerance. Mount Ararat Fin Svc does not accept discretionary trading authority and manages client assets on a non‑discretionary basis, while offering implementation assistance and, with informed client consent, trade execution through custodians such as Schwab Institutional or Altruist for subscription clients.
Noteworthy features include a complimentary Morningstar Direct screening service to detect fund exposure to Azerbaijan or Turkey and a Code of Ethics that states the firm will not recommend investments in those countries. The firm also departs from the common percentage‑of‑AUM fee model by using fixed, subscription, and hourly fees collected in advance, and it operates with a small client base and non‑discretionary assets.
Client services
Financial planning
Portfolio management
Investment fund selection service
Expertise
ESG / Sustainable investing
Wealth management
Demographic focus
Values-based investing
Fee options
Investment Fund Selection Service: $95 per fund; Comprehensive Financial Plan Development Service: $1,795 to $2,995
$265 to $295 per hour for Hourly Financial Advice
Ongoing Financial Planning Service quarterly subscription: $1,795 to $2,995 per quarter
Fee-only: Comprehensive Financial Plan Development Service: $1,795 to $2,995; Ongoing Financial Planning Service (quarterly subscription): $1,795 to $2,995 per quarter; Hourly Financial Advice: $265 to $295 per hour; Investment Fund Selection Service: $95 per fund
Main office location
Mount Ararat Financial Services LLC
Washington DC, United States
Number of offices
1
Most active in
Mount Ararat Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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