ARISTA ADVISORY GROUP, LLC

CRD 285722File 801-108720

APPROVED

Retail clients

Custody

Filing as of May 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$143.7M

Bottom 25% of cohort (national)

Discretionary AUM

$136.7M

Non-discretionary $6.9M

Clients

234

500 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Nov 30, 2016
Principal office: 255 WASHINGTON AVENUE, EXTENSION SUITE 204, ALBANY, NY, 12205
Phone: 518-464-0319
Website: HTTPS://WWW.ARISTAADV.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $143.7M
Discretionary AUM: $136.7M
Non-discretionary AUM: $6.9M
Discretionary accounts: 486
Non-discretionary accounts: 14
Total accounts: 500
AUM per client: $614K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$189K
Charitable organizations	11	$40.1M
High net worth individuals	29	$61.6M
Individuals (other than high net worth individuals)	193	$41.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.