Ariston Services Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 19, 2026, reports $527M in regulatory assets under management, 5 employees, and 220 accounts.
Assets Under Management
$527M
Employees
5
Offices
--
Total Clients
70
Primary office
SAN DIEGO, CA
750 B STREET, SUITE 1940, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
40
2
HNWI
41.4%
29
3
Pooled Investment Vehicles
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$527Mas of March 19, 2026
Discretionary70.4%
$371M
70% of total RAUM70.4%
Non-discretionary29.6%
$156M
30% of total RAUM29.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$527M
Total Accounts220
10Y AUM Change+$287M (+120.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.