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Ares Financial Consulting LLC

Ares Financial Consulting LLC. CRD 282852

Ares Financial Consulting LLC logo

CRD: 282852

Ares Financial Consulting LLC

Calabasas, CA, 91302
8189861479
www.aresfinancialconsulting.com
$243.9M Total AUM
$243.9M Disc. AUM
27.4% 3Y CAGR
5 Employees
294 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Betterment · Capital Bank · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Signal
Established Date
03-18-2016
Office Locations
4

Office Locations

160 Centennial WAY, Suite 19 Tustin CA
4500 Park Granada Suite 202 Calabasas CA
-- Plano TX

About Ares Financial Consulting LLC

Ares Financial Consulting LLC is a Calabasas, CA RIA serving retail and institutional clients, including business owners. The firm provides financial planning and investment management, with tax, estate and retirement planning and insurance coordination. Portfolios use ETFs and mutual funds alongside fixed income and selected alternatives/real estate. Operates a dedicated client portal and uses tools like Black Diamond and DocuSign.

Team overview

42 AVG AGE
$81.3M AVG AUM / ADVISOR
$829.5K AVG AUM / CLIENT
5.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Prime catalyst Vertex North Harbor quantum

Client Personas

Delta bridge

Custodian

Vertex

Investment Themes

Catalyst Bridge Quantum crest

Investment Vehicles

North

Platform

Frontier Bridge

Services

Radial Timber pioneer Insight vector Vector oak Focus Insight unison Momentum

Technology

Delta

Owner & Executives

JEFFREY T RICHTER

JEFFREY T RICHTER

Chief Compliance Officer, Chief Executive Officer

CRD
#5156185
Ownership
75% or more
(462) 835-1147
meridian.atlas@beaconcapital.com
in linkedin.com/in/delta-pathway

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Contacts

B

BRITTNEY ERIN KOLESAR

--

CRD
#5586036
(889) 496-3682
vertex.ember@legacycapital.com
in linkedin.com/in/signal-quantum
M

MICHAEL THOMAS LAMBRAKIS

Chief Investment Officer

CRD
#5960129
(742) 586-6531
wave.north@peakcapital.com
in linkedin.com/in/timber-atlas
C

Catalyst ridge

Peak prime element

CRD
#40180
(976) 752-9127
atlas.capital@timbercapital.com
in linkedin.com/in/summit-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-22-2022
08-02-2023
11-19-2024
10-27-2025
05-14-2026
Category Assets AVG. Account size
Discretionary $243,880,799 $273,409
Non-Discretionary $0 --
Total $243,880,799 $273,409

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Separately Managed Accounts

Total SMA Asset: $243,880,799

$243.9M Total SMA
Public Funds:
22.5%
Cash:
7.4%
Equity - Exchange:
9.8%
U.S. Government/Agency:
31.8%
Municipal Bonds:
21.4%
Private Funds:
7.1%
Asset class Assets Assets %
Public Funds $1,395,173,927 22.5%
Cash $458,857,203 7.4%
Equity - Exchange $607,675,755 9.8%
U.S. Government/Agency $1,971,845,817 31.8%
Municipal Bonds $1,326,965,424 21.4%
Private Funds $440,254,884 7.1%
Total $6,200,773,010 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
UNISON TIMBER TIMBER EAGLE 1S1XFMMQC MGWS 3.89% $69,449,516
NORTH MERIDIAN PRIME HORIZON PRIME 4KIFV58S7 OUL 2.40% $72,991,584
NORTH QUANTUM INSIGHT SUMMIT PEAK 0S3T4SCJF ZBQI 3.51% $34,339,992
HARBOR HARBOR GLACIER FRONTIER SN64D0R3C ZNXAN 4.60% $74,879,741
TIMBER FOUNDATION CREST INSIGHT MOMENTUM NTUXCWI4O DRVHB 8.87% $55,867,983
ELEMENT MERIDIAN OAK DELTA VALUE IJ6K3N9MJ DFPN 12.51% $3,649,686
ALPHA GLACIER DELTA VITAL ALPHA 2QJKDXL63 NNV 3.94% $38,654,423
FOCUS SIGNAL ATLAS SUMMIT ST48XPIO7 RAVD 7.25% $45,023,200

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