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ARX MANAGEMENT, LLC

CRD 305659File 801-118976
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$586.5M
Above cohort median (national)
Discretionary AUM
$586.5M
Clients
0
27 accounts
Employees
4
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Jun 26, 2020
Principal office
1730 E HOLLY AVE, EL SEGUNDO, CA, 90245
Phone
310-546-5279

Assets & accounts

ADV Item 5F
Total regulatory AUM
$586.5M
Discretionary AUM
$586.5M
Non-discretionary AUM
$0
Discretionary accounts
27
Non-discretionary accounts
0
Total accounts
27
AUM per client
—

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
Yes
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

DateFieldFromToChange
Aug 17, 2026Clients290decreased by29
Apr 1, 2026Employees54decreased by1
Apr 1, 2026Clients3029decreased by1
Apr 1, 2026AUM$573,388,348$586,489,019increased by$13,100,671
Apr 1, 2026Accounts3027decreased by3
May 1, 2025
vs Oct 1, 2022
Employees35increased by2
May 1, 2025
vs Oct 1, 2022
Clients3230decreased by2
May 1, 2025
vs Oct 1, 2022
AUM$1,096,563,018$573,388,348decreased by$523,174,670
May 1, 2025
vs Oct 1, 2022
Accounts3230decreased by2
Apr 1, 2022CustodyNoYes
Apr 1, 2022Clients2732increased by5
Apr 1, 2022AUM$1,301,645,719$1,096,563,018decreased by$205,082,701
Apr 1, 2022Accounts2732increased by5
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARX MANAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARX MANAGEMENT” 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.