# Aire Advisors, LLC

> Aire Advisors, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 17, 2026.

- CRD: 307450
- Filed as: AIRE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307450
- AdvisorCensus page: https://advisorcensus.com/firm/aire-advisors-llc-beverly-hills-ca-307450

## Quick answers

**How is Aire Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aire Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Aire Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated July 2, 2026 states: Flat fee: up to $500,000 a year (AIRE One services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aire Advisors, LLC located?**
Aire Advisors, LLC's principal office is in Beverly Hills, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Aire Advisors, LLC registered with the SEC or a state?**
Aire Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307450.

**How much does Aire Advisors, LLC manage?**
Aire Advisors, LLC reports $1,006,434,599 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (98% discretionary).

**How have Aire Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Aire Advisors, LLC: Regulatory assets under management: $271,764,124 in the October 2021 data and $1,006,434,599 in the October 2026 data, up 270%. Total employees: 3 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aire Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (300); individuals (other than high net worth individuals) (40); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Aire Advisors, LLC use?**
Aire Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Aire Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307450

**What changed in Aire Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $905,428,754 to $1,006,434,599 (+11%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 2, 2026)

- Flat fee: up to $500,000 a year (AIRE One services)

> The annual flat fee for AIRE One services will not exceed $500,000 per year. Fees may be billed monthly, quarterly, semi -annually, or annually

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,006,434,599
- Discretionary: $985,972,513
- Non-discretionary: $20,462,086

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $14,897,242 |
| High net worth individuals | 300 | $924,027,676 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $33,012,933 |
| Charitable organizations | Fewer than 5 | $212,524 |
| Corporations or other businesses not listed above | 14 | $19,450,978 |
| Other | Fewer than 5 | $14,833,246 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, MN, MT, NE, NH, NV, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- aireadvisors.com
- Facebook @aireadvisors
- Instagram @aireadvisors
- LinkedIn @aireadvisors
- YouTube @aireadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $271,764,124 | 3 | March 25, 2021 |
| October 2022 | $436,732,582 | 7 | April 29, 2022 |
| October 2023 | $640,111,279 | 11 | September 26, 2023 |
| October 2024 | $827,445,000 | 11 | March 7, 2024 |
| October 2025 | $905,428,754 | 8 | March 20, 2025 |
| October 2026 | $1,006,434,599 | 9 | July 17, 2026 |

Regulatory assets under management: $271,764,124 in the October 2021 data and $1,006,434,599 in the October 2026 data, up 270%.
Total employees: 3 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $905,428,754 to $1,006,434,599 (+11%).
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Added an office in New York, NY.

### January 2026
- No longer registered or notice-filed in CO, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aire Advisors, LLC (CRD 307450): Form ADV filing data as of October 2026.