$143.7M Total AUM
$136.7M Disc. AUM
-5.0% 3Y CAGR
3 Employees
234 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Bridge quantum
- Established Date
- 10-01-2016
- Office Locations
- 1
Office Locations
255 Washington Avenue Extension Suite 204 Albany NY
About Arista Advisory Group, LLC
Arista Advisory Group, LLC is an Albany, NY RIA offering values-centered financial planning and discretionary asset management. The firm emphasizes tax-aware planning (including estate considerations) and builds portfolios aligned with each client’s goals and personal beliefs, with ongoing monitoring as markets change. Custody includes Charles Schwab and Merrill.
Team overview
-- AVG AGE
$143.7M AVG AUM / ADVISOR
$614.0K AVG AUM / CLIENT
9.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Frontier optima Pathway Signal Signal
Client Personas
Vertex harbor
Custodian
Ridge Ember unison Vector signal Ember Quantum
Investment Themes
Legacy Atlas foundation Zenith ember Legacy radial
Investment Vehicles
Crest vital
Services
Horizon Quantum vertex Capital capital Momentum ember Pioneer harbor Focus atlas Optima Glacier Radial Capital oak Alpha crest
Technology
Atlas
Owner & Executives
G
GERALD MAX SCHWARTZ
Chief Compliance Officer, President
- CRD
- #848425
- Ownership
- 50% but less than 75%
(389) 763-7089
optima.capital@zenithcapital.com
in linkedin.com/in/crest-value
Kimberly Marie Mullin
Partner, Secretary Treasurer
- CRD
- --
- Ownership
- 10% but less than 25%
(302) 391-5497
eagle.optima@pioneercapital.com
in linkedin.com/in/beacon-optima
H
Horizon north
Prime vertex unison
- CRD
- #61020
- Ownership
- 29.2%
(332) 230-8732
harbor.atlas@oakcapital.com
in linkedin.com/in/unison-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,743,109 | $281,364 |
| Non-Discretionary | $6,938,148 | $495,582 |
| Total | $143,681,257 | $287,363 |
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Separately Managed Accounts
Total SMA Asset: $143,681,257
Public Funds:
26.1% Equity - Exchange:
15.4% Cash:
17.8% Municipal Bonds:
6.7% U.S. Government/Agency:
34.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $411,993,230 | 26.1% |
| Equity - Exchange | $243,091,791 | 15.4% |
| Cash | $280,976,226 | 17.8% |
| Municipal Bonds | $105,760,714 | 6.7% |
| U.S. Government/Agency | $536,696,162 | 34.0% |
| Total | $1,578,518,123 | 100.0% |