ARIES INVESTMENT ADVISORS, LLC

Overview

Aries Investment Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients and small businesses. The firm operates primarily in a non-discretionary advisory capacity, delivering financial planning and portfolio management alongside periodic publications. Its business model combines percentage-of-AUM billing with hourly fees, which points to a mix of ongoing investment oversight and hourly planning or consulting work. Aries shows a clear equity preference, allocating its largest single asset category to exchange-traded equities and using custodial relationships that support liquid, publicly traded instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices