Aris Alpha LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$217,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Aris Alpha LLC provides portfolio management and financial planning services, preparing written investment policy statements and offering ongoing portfolio monitoring for individuals and high‑net‑worth clients. The firm’s brochure lists a broad investment menu—including mutual funds, ETFs, fixed income, real estate funds, private placements, venture capital and commodities—and notes it can manage accounts on a discretionary basis with periodic custodial reporting.
Investment decisions are driven by fundamental analysis and a long‑term trading approach, with accounts reviewed at least quarterly and strategies tailored to each client’s documented risk tolerance and objectives. The firm discloses the use of performance‑based fee arrangements for qualified accounts and, unusually for its peer group, offers hourly financial planning alongside fixed‑fee planning options.
The brochure reports $0 in assets under management as of March 2025 and identifies a single management person, indicating an early stage of operations. Aris Alpha does not participate in wrap fee programs, does not aggregate block trades for multiple client accounts, and recommends institutional custody relationships with Fidelity and Schwab that may provide research and other services.
Client services
Financial planning
Portfolio management
Expertise
Annuities
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
$250 to $10,000 per financial plan
2.00% annually
$250 to $300 per hour
1.50% annual AUM fee plus 20.00% of capital appreciation (performance fee)
Main office location
Aris Alpha LLC
Ashburn VA, United States
Number of offices
1
Most active in
Aris Alpha LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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
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