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Aronson Asset Management, Inc.

Aronson Asset Management, Inc.. CRD 126122

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CRD: 126122

Aronson Asset Management, Inc.

$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
06-26-1997
Office Locations
1

Office Locations

-- Savannah GA

About Aronson Asset Management, Inc.

Aronson Asset Management, Inc. is a Lawrencevill-based RIA. The firm has been operating for 29 years. Managing $22.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 22 clients, or 22 clients per representative. That equates to $1.0M in reported AUM per client.

The profile lists 1 reported office location and 29 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$22.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age

Additional firm insights

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Available data coverage

  • Custodian
  • Investment Vehicles
  • Services

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Owner & Executives

JAMES KARL ARONSON MR.

JAMES KARL ARONSON MR.

President

CRD
#1760174
Ownership
75% or more

Showing 1 of 1 owners & executives

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Contacts

L

LORI LITTLE ARONSON MRS.

Vice President

CRD
#4651887

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $22,350,979 --
Non-Discretionary $0 --
Total $22,350,979 --

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Separately Managed Accounts

SMA allocation detail is available

Aronson Asset Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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