CRD: 146255
Ariston Services Group, LLC
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- Custodian
- Charles Schwab & Company · City National Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-05-2008
- Office Locations
- 1
Office Locations
About Ariston Services Group, LLC
Ariston Services Group is an independent, privately owned, fee-only investment management and financial planning firm in San Diego (founded 2008) serving high-net-worth individuals and families. The team delivers custom, holistic wealth management focused on preserving and growing multigenerational legacies, including coordinating with clients’ CPAs and trust/tax attorneys. Portfolios can include both public markets and researched private investment opportunities, delivered via a boutique, high-touch model for a select client base.
Reported data analysis
What the numbers show
Between April 4, 2025 and March 19, 2026, reported AUM increased 7.4%, from $490.8M to $527.0M.
Across 5 reported observations, AUM increased 4.4% between July 6, 2022 and March 19, 2026, from $505.0M to $527.0M.
Of the latest reported AUM, 70.4% is discretionary and 29.6% is non-discretionary.
The firm reports 3 advisory representatives and 70 clients, or 23.3 clients per representative. That equates to $7.5M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PETER EMMANUEL SHENAS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1720963
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EDUARDO DEL NEGRO CIUFFO
Portfolio Manager | Wealth Advisor
- CRD
- #5778574
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,800,730 | $1,891,840 |
| Non-Discretionary | $156,175,444 | $6,507,310 |
| Total | $526,976,174 | $2,395,346 |
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Separately Managed Accounts
SMA allocation detail is available
Ariston Services Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ariston Services Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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