← Directory
ARES FINANCIAL CONSULTING LLC
CRD 282852File 801-121211
APPROVED
Retail clients
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$243.9M
Below cohort median (national)
Discretionary AUM
$243.9M
Clients
289
892 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 14, 2021
- Principal office
- 4500 PARK GRANADA, SUITE 202, CALABASAS, CA, 91302
- Phone
- 818-986-1479
- Website
- http://www.aresfin.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $243.9M
- Discretionary AUM
- $243.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 892
- Non-discretionary accounts
- 0
- Total accounts
- 892
- AUM per client
- $844K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $129K |
| High net worth individuals | 46 | $166.5M |
| Individuals (other than high net worth individuals) | 243 | $77.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 283 | 289 | increased by6 |
| Apr 1, 2026 | AUM | $193,324,292 | $243,880,799 | increased by$50,556,507 |
| Apr 1, 2026 | Accounts | 780 | 892 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 300 | 283 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $106,486,154 | $193,324,292 | increased by$86,838,138 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 635 | 780 | increased by145 |
| Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 244 | 300 | increased by56 |
| Apr 1, 2022 | AUM | $108,000,000 | $106,486,154 | decreased by$1,513,846 |
| Apr 1, 2022 | Accounts | 600 | 635 | increased by35 |
| Sep 1, 2021 | Clients | 243 | 244 | increased by1 |
| Sep 1, 2021 | AUM | $101,000,000 | $108,000,000 | increased by$7,000,000 |
| Sep 1, 2021 | Accounts | 594 | 600 | increased by6 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARES FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARES FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.