Aris Capital Strategies, LLC

Overview

Aris Capital Strategies, LLC is an independent, individual-owned RIA that serves mostly individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and also operates as an insurance broker and seller of other financial products. Its business model is commission-based and the advisory relationships are handled on a non-discretionary basis, which shapes the mix of products the firm uses and the level of portfolio implementation control it maintains. Investment activity centers on public equities as the primary allocation interest, with the firm showing a clear preference for exchange-traded instruments. Aris Capital Strategies is not an active ESG investor. Given its insurance brokerage role and commission fee model, client solutions frequently combine brokerage-access public securities, mutual funds and insurance-based products rather than a heavy emphasis on discretionary, separately managed mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices