{
  "crd_number": 282852,
  "slug": "ares-financial-consulting-llc-calabasas-ca-282852",
  "primary_business_name": "ARES FINANCIAL CONSULTING LLC",
  "legal_name": "ARES FINANCIAL CONSULTING LLC",
  "dbas": [],
  "city": "Calabasas",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-14",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-17",
  "carried_forward": false,
  "raum_total": 243880799.0,
  "raum_discretionary": 243880799.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 129042.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 77262007.0,
      "count": 243
    },
    "high_net_worth_individuals": {
      "raum": 166489750.0,
      "count": 46
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "MN",
    "NH",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://aresfin.com",
    "https://aresfinancialconsulting.com",
    "https://linkedin.com/company/ares-financial-consulting-llc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282852",
  "city_as_filed": "CALABASAS",
  "url": "https://advisorcensus.com/firm/ares-financial-consulting-llc-calabasas-ca-282852",
  "display_name": "Ares Financial Consulting LLC",
  "summary": "Ares Financial Consulting LLC is an SEC-registered investment advisory firm in Calabasas, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.",
  "citation": "AdvisorCensus. Ares Financial Consulting LLC (CRD 282852): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Ares Financial Consulting LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ares Financial Consulting LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Ares Financial Consulting LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $500 an hour (Limited Scope Services); Subscription: $250 a quarter (Corporate Retirement Plan Consulting base fee); Subscription: $25 a quarter (Corporate Retirement Plan Consulting participant fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ares Financial Consulting LLC located?",
      "a": "Ares Financial Consulting LLC's principal office is in Calabasas, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ares Financial Consulting LLC registered with the SEC or a state?",
      "a": "Ares Financial Consulting LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282852."
    },
    {
      "q": "How much does Ares Financial Consulting LLC manage?",
      "a": "Ares Financial Consulting LLC reports $243,880,799 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ares Financial Consulting LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ares Financial Consulting LLC: Regulatory assets under management: $108,000,000 in the October 2021 data and $243,880,799 in the October 2026 data, up 126%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ares Financial Consulting LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (243); high net worth individuals (46)."
    },
    {
      "q": "Which custodians does Ares Financial Consulting LLC use?",
      "a": "Ares Financial Consulting LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Funds, Betterment Securities, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ares Financial Consulting LLC report any disciplinary disclosures?",
      "a": "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/282852"
    },
    {
      "q": "Does Ares Financial Consulting LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 17, 2026 says: \"AresFC does not require a minimum account size.\""
    },
    {
      "q": "What changed in Ares Financial Consulting LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $193,324,292 to $243,880,799 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 108000000.0,
      "total_employees": 4,
      "filing_date": "2021-08-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 106486154.0,
      "total_employees": 5,
      "filing_date": "2022-09-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 124201872.0,
      "total_employees": 5,
      "filing_date": "2023-08-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 185889545.0,
      "total_employees": 5,
      "filing_date": "2024-06-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 193324292.0,
      "total_employees": 4,
      "filing_date": "2025-05-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 243880799.0,
      "total_employees": 5,
      "filing_date": "2026-08-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $193,324,292 to $243,880,799 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (Limited Scope Services)",
      "Subscription: $250 a quarter (Corporate Retirement Plan Consulting base fee)",
      "Subscription: $25 a quarter (Corporate Retirement Plan Consulting participant fee)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "AresFC does not require a minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (Limited Scope Services)"
        ],
        "quotes": [
          "The hourly rate is generally $500 per hour, billed monthly for services performed in the prior month. A fixed fee depends on the scope of work"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $250 a quarter (Corporate Retirement Plan Consulting base fee)"
        ],
        "quotes": [
          "a base fee starting at $250 per quarter (higher if the plan requires extensive administrative support, calculated at the firm’s hourly rate)"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $25 a quarter (Corporate Retirement Plan Consulting participant fee)"
        ],
        "quotes": [
          "a participant fee starting at $25 per quarter (which may be reduced where less in-person service is needed"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Limited Scope Services"
        },
        {
          "kind": "subscription",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "Corporate Retirement Plan Consulting base fee"
        },
        {
          "kind": "subscription",
          "amount": 25.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "Corporate Retirement Plan Consulting participant fee"
        }
      ]
    },
    "quotes": [
      "AresFC does not require a minimum account size.",
      "The hourly rate is generally $500 per hour, billed monthly for services performed in the prior month. A fixed fee depends on the scope of work",
      "a base fee starting at $250 per quarter (higher if the plan requires extensive administrative support, calculated at the firm’s hourly rate)",
      "a participant fee starting at $25 per quarter (which may be reduced where less in-person service is needed"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "American Funds",
      "name_as_filed": "AMERICAN FUNDS",
      "affiliated": false
    },
    {
      "name": "Betterment Securities",
      "name_as_filed": "BETTERMENT SECURITIES",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ares-financial-consulting-llc-calabasas-ca-282852.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 243,
      "fewer_than_5": false,
      "raum": 77262007.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 166489750.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 129042.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282852",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}