ARIES INVESTMENTS, LLC

Overview

Aries Investments, LLC is a small, independent registered investment adviser that concentrates on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm prefers exchange-traded equities as its core allocation and runs client accounts with an equity-first posture. Its business model mixes a percentage-of-AUM fee with hourly charges for planning work. Aries is not positioned as a capital allocator or pension consultant and does not self-identify as an active ESG investor. Investment activity is centered on liquid, exchange-listed instruments held in discretionary accounts. Given the firm’s size and client focus, portfolio construction appears to emphasize accessible, tradable exposures—likely a combination of ETFs for broad market or sector coverage and individual listed equities for concentrated positions or tactical ideas. Advisory services are straightforward: ongoing portfolio management combined with financial planning engagements for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices