# Aris Investing

> 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.

- CRD: 325320
- Filed as: ARIS INVESTING
- Legal name: Aris Investing LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glenview, IL
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325320
- AdvisorCensus page: https://advisorcensus.com/firm/aris-investing-glenview-il-325320

## Quick answers

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

**Where is Aris Investing located?**
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).

**Is Aris Investing registered with the SEC or a state?**
Aris Investing is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325320.

**How much does Aris Investing manage?**
Aris Investing reports $3,313,938,316 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (0% discretionary).

**How have Aris Investing's assets and staff changed since 2025?**
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.

**What types of clients does Aris Investing serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (9).

**Which custodians does Aris Investing use?**
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.

**Does Aris Investing 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/325320

**What changed in Aris Investing's recent Form ADV filings?**
In the July 2026 filing data: 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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $3,313,938,316
- Discretionary: $4,498,919
- Non-discretionary: $3,309,439,397

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $4,498,919 |
| Other investment advisers | 9 | $3,309,439,397 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 32 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Bengaluru

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $1,119,022,028 | 17 | July 11, 2025 |
| October 2026 | $3,313,938,316 | 32 | June 23, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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%).

### December 2025
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aris Investing (CRD 325320): Form ADV filing data as of October 2026.