# Aerie Capital Management

> Aerie Capital Management is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 126518
- Filed as: AERIE CAPITAL MANAGEMENT
- Legal name: Aerie Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126518
- AdvisorCensus page: https://advisorcensus.com/firm/aerie-capital-management-126518

## Quick answers

**How is Aerie Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Aerie Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Aerie Capital Management registered with the SEC or a state?**
Aerie Capital Management is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 126518.

**How much does Aerie Capital Management manage?**
Aerie Capital Management reports $28,153,241 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (91% discretionary).

**What types of clients does Aerie Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (16).

**Does Aerie Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126518

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $28,153,241
- Discretionary: $25,522,141
- Non-discretionary: $2,631,100

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $8,633,673 |
| High net worth individuals | 16 | $15,549,290 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,631,100 |
| Charitable organizations | Fewer than 5 | $1,339,178 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aeriecapitalmgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aerie Capital Management (CRD 126518): Form ADV filing data as of October 2026.