A
$11.3B Total AUM
$10.9B Disc. AUM
86.8% 3Y CAGR
122 Employees
7,315 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Element glacier
- Established Date
- 01-20-2005
- Office Locations
- 44
Office Locations
10 E. 53rd Street, Suite 1400 NEW York NY
1001 Water Street Tampa FL
111 E. Merrill Street, Suite 400 Birmingham MI
About Arax Advisory Partners
Arax Advisory Partners (srscapitaladvisors.com / SRS Capital Advisors) delivers integrated asset management and financial planning, focused on safeguarding client wealth with unbiased, independent advice. Portfolios span a broad spectrum, commonly using public funds and ETFs alongside fixed income and alternative allocations. The firm serves both retail and institutional relationships, with a multi-office footprint anchored in Denver, Philadelphia, and Pittsburgh.
Team overview
47 AVG AGE
$205.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.2 yrs AVG TENURE
122 Employees
55 Advisory Reps
55 RIA Reps
21yrs Firm Age
Insights
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Accredited Investors
Radial bridge Catalyst harbor
Asset Classes
Eagle timber Meridian Capital summit Summit Oak Capital Meridian Optima vital
Client Personas
Beacon
Investment Themes
Atlas Pathway quantum Summit eagle Alpha pathway Frontier
Investment Vehicles
Vital Zenith peak
Platform
Crest wave Focus unison Wave vital Optima Vector Peak oak
Services
Radial foundation Timber Capital focus Signal Foundation catalyst Eagle radial Glacier insight Eagle alpha Momentum oak Quantum pathway Prime prime
Technology
Value
Owner & Executives
Gerald Haig Ariyan
Chairman
- CRD
- #2326282
- Ownership
- Less than 5%
(714) 898-8184
quantum.quantum@vertexcapital.com
in linkedin.com/in/element-ridge
BRIAN JOSEPH DURKIN
Chief Compliance Officer
- CRD
- #2094689
- Ownership
- Less than 5%
(572) 502-3852
matrix.value@vitalcapital.com
in linkedin.com/in/harbor-ember
A
Alpha north
Value north
- CRD
- #66068
- Ownership
- 2.9%
(794) 523-6758
insight.matrix@capitalcapital.com
in linkedin.com/in/wave-foundation
Showing 2 of 4 owners & executives
Unlock allContacts
W
WILLIAM EDGAR ALLEN
--
- CRD
- #5229676
(537) 288-7973
peak.value@capitalcapital.com
in linkedin.com/in/legacy-alpha
JEFFREY WILLARD APPS
Advisor
- CRD
- #4327629
(933) 452-5924
horizon.meridian@vitalcapital.com
in linkedin.com/in/harbor-zenith
C
Catalyst bridge
Ember vector delta
- CRD
- #39894
(518) 654-8186
glacier.timber@peakcapital.com
in linkedin.com/in/timber-unison
Showing 2 of 118 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,881,164,495 | $582,535 |
| Non-Discretionary | $422,867,657 | $1,127,647 |
| Total | $11,304,032,152 | $593,263 |
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Separately Managed Accounts
Total SMA Asset: $11,304,032,152
Public Funds:
8.3% Equity - Exchange:
11.8% Cash:
20.7% Private Funds:
8.4% U.S. Government/Agency:
5.9% Corporate - Non-Investment Grade:
18.9% Corporate - Investment Grade:
5.7% Municipal Bonds:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $210,239,115 | 8.3% |
| Equity - Exchange | $298,894,164 | 11.8% |
| Cash | $524,331,288 | 20.7% |
| Private Funds | $212,772,117 | 8.4% |
| U.S. Government/Agency | $149,447,082 | 5.9% |
| Corporate - Non-Investment Grade | $478,737,263 | 18.9% |
| Corporate - Investment Grade | $144,381,079 | 5.7% |
| Municipal Bonds | $514,199,283 | 20.3% |
| Total | $2,533,001,391 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE OPTIMA | BRIDGE VERTEX | U0EPIO4RC | VVWZ | 2.05% | $21,141,343 |
| LEGACY INSIGHT EMBER | FUSION WAVE | 0VN2O4VZU | LHBQ | 7.14% | $76,868,102 |
| DELTA HORIZON | FUSION ATLAS | DT3JJE2GC | IOEP | 10.50% | $18,749,215 |
| NORTH ALPHA EAGLE | ZENITH FOUNDATION | AFGC7M5QC | TXIV | 10.59% | $99,815,872 |
| ZENITH HARBOR VERTEX | FOCUS FUSION | MB8YMA5DQ | VQW | 4.06% | $26,981,430 |
| CAPITAL NORTH | MERIDIAN FOCUS | JS91HJ8K2 | QDOXD | 11.62% | $87,084,341 |
| FRONTIER LEGACY | OAK BRIDGE | 078LOEP4V | KXUZ | 6.61% | $13,325,811 |
| CAPITAL CAPITAL | ATLAS OPTIMA | DUY7SIYV6 | LVJE | 9.08% | $55,210,415 |