A
$12.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
73 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-2023
- Office Locations
- 1
Office Locations
-- Angier NC
About Aris Capital Strategies, LLC
Aris Capital Strategies, LLC is a Angier-based RIA. The firm has been operating for 2 years. Managing $12.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Folio Investments.
Team overview
62 AVG AGE
$6.0M AVG AUM / ADVISOR
$164.4K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN RONALD HOAK
Account Manager, Chief Executive Officer
- CRD
- #1315866
- Ownership
- 25% but less than 50%
Available
Available
Available
PAUL DANIEL SPURLOCK
Chief Compliance Officer, President
- CRD
- #4516725
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,000,000 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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