{
  "crd_number": 325320,
  "slug": "aris-investing-glenview-il-325320",
  "primary_business_name": "ARIS INVESTING",
  "legal_name": "ARIS INVESTING LLC",
  "dbas": [],
  "city": "Glenview",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-01",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 3313938316.0,
  "raum_discretionary": 4498919.0,
  "raum_non_discretionary": 3309439397.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 32,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 3309439397.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 4498919.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "IL",
    "TX"
  ],
  "websites": [
    "https://arisinvesting.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325320",
  "city_as_filed": "GLENVIEW",
  "url": "https://advisorcensus.com/firm/aris-investing-glenview-il-325320",
  "display_name": "Aris Investing",
  "summary": "Aris Investing is an SEC-registered investment advisory firm in Glenview, IL, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 23, 2026.",
  "citation": "AdvisorCensus. Aris Investing (CRD 325320): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Aris Investing compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aris Investing reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Aris Investing located?",
      "a": "Aris Investing's principal office is in Glenview, IL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Aris Investing registered with the SEC or a state?",
      "a": "Aris Investing is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325320."
    },
    {
      "q": "How much does Aris Investing manage?",
      "a": "Aris Investing reports $3,313,938,316 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (0% discretionary)."
    },
    {
      "q": "How have Aris Investing's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Aris Investing: Regulatory assets under management: $1,119,022,028 in the October 2025 data and $3,313,938,316 in the October 2026 data, up 196%. Total employees: 17 in October 2025 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aris Investing serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (9)."
    },
    {
      "q": "Which custodians does Aris Investing use?",
      "a": "Aris Investing's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aris Investing 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/325320"
    },
    {
      "q": "What changed in Aris Investing's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1119022028.0,
      "total_employees": 17,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3313938316.0,
      "total_employees": 32,
      "filing_date": "2026-06-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 7.",
        "Regulatory assets under management went from $1,119,022,028 to $3,313,938,316 (+196%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Registered or notice-filed in CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/aris-investing-glenview-il-325320.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 4498919.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 9,
      "fewer_than_5": false,
      "raum": 3309439397.0
    }
  ],
  "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/325320",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}