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ARIS INVESTING
Legal name: ARIS INVESTING LLC
CRD 325320File 801-132657
APPROVED
Filing as of Jun 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.31B
Top 25% of cohort (national)
Discretionary AUM
$4.5M
Non-discretionary $3.31B
Clients
9
919 accounts
Employees
32
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 1, 2025
- Principal office
- 2700 PATRIOT BOULEVARD, SUITE 250, GLENVIEW, IL, 60026
- Phone
- 3129102502
- Website
- https://arisinvesting.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.31B
- Discretionary AUM
- $4.5M
- Non-discretionary AUM
- $3.31B
- Discretionary accounts
- 12
- Non-discretionary accounts
- 907
- Total accounts
- 919
- AUM per client
- $368.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 9 | $3.31B |
| High net worth individuals | Fewer than 5 | $4.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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 |
|---|---|---|---|
| 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.