{
  "crd_number": 302100,
  "slug": "the-aranda-group-advisors-llc-jenkintown-pa-302100",
  "primary_business_name": "THE ARANDA GROUP ADVISORS, LLC",
  "legal_name": "THE ARANDA GROUP ADVISORS, LLC",
  "dbas": [
    "THE ARANDA GROUP"
  ],
  "city": "Jenkintown",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-30",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": 233704614.0,
  "raum_discretionary": 213322219.0,
  "raum_non_discretionary": 20382395.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 26963178.0,
      "count": 114
    },
    "high_net_worth_individuals": {
      "raum": 204858364.0,
      "count": 42
    },
    "corporations_other_businesses": {
      "raum": 1883072.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MD",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://arandagroup.com",
    "https://facebook.com/ArandaGroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302100",
  "city_as_filed": "JENKINTOWN",
  "url": "https://advisorcensus.com/firm/the-aranda-group-advisors-llc-jenkintown-pa-302100",
  "display_name": "The Aranda Group Advisors, LLC",
  "summary": "The Aranda Group Advisors, LLC is an SEC-registered investment advisory firm in Jenkintown, PA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. The Aranda Group Advisors, LLC (CRD 302100): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is The Aranda Group Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Aranda Group Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is The Aranda Group Advisors, LLC located?",
      "a": "The Aranda Group Advisors, LLC's principal office is in Jenkintown, PA, according to its Form ADV."
    },
    {
      "q": "Is The Aranda Group Advisors, LLC registered with the SEC or a state?",
      "a": "The Aranda Group Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302100."
    },
    {
      "q": "How much does The Aranda Group Advisors, LLC manage?",
      "a": "The Aranda Group Advisors, LLC reports $233,704,614 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (91% discretionary)."
    },
    {
      "q": "How have The Aranda Group Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Aranda Group Advisors, LLC: Regulatory assets under management: $176,063,231 in the October 2021 data and $233,704,614 in the October 2026 data, up 33%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Aranda Group Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (42); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does The Aranda Group Advisors, LLC use?",
      "a": "The Aranda Group 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."
    },
    {
      "q": "Does The Aranda Group Advisors, 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/302100"
    },
    {
      "q": "What changed in The Aranda Group Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Registered or notice-filed in MD."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 176063231.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 200034149.0,
      "total_employees": 8,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 174785118.0,
      "total_employees": 8,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 199931919.0,
      "total_employees": 8,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 221668991.0,
      "total_employees": 8,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 233704614.0,
      "total_employees": 8,
      "filing_date": "2026-03-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Registered or notice-filed in MD."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "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/the-aranda-group-advisors-llc-jenkintown-pa-302100.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 114,
      "fewer_than_5": false,
      "raum": 26963178.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 204858364.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1883072.0
    }
  ],
  "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/302100",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}