Aristotle Investment Services, LLC
Newport Beach, CA·SEC-registered · CRD #324207
Aristotle Investment Services, LLC is an SEC-registered investment advisory firm in Newport Beach, CA managing $17B across 21 client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$17B
Client accounts
21
Advisory staff
7
Fee model
Fee-only
How Aristotle Investment Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Aristotle Investment Services, LLC
How much does Aristotle Investment Services, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Aristotle Investment Services, LLC reports $17B in regulatory assets under management across roughly 21 client accounts.
How does Aristotle Investment Services, LLC charge?
Aristotle Investment Services, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Aristotle Investment Services, LLC a fiduciary?
Yes. Aristotle Investment Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #324207), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Aristotle Investment Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Aristotle Investment Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Aristotle Investment Services, LLC's public SEC Form ADV filing (CRD #324207, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Aristotle Investment Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Aristotle Investment Services, LLC? Claim this profile.