Fee-only adviser · Los Angeles, CA
Aristotle Capital Management, LLC
Aristotle Capital Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Los Angeles, California. On its latest Form ADV, filed April 30, 2026, it reports $43.5B in regulatory assets under management, 4,452 individual clients and 18 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 109876 · SEC file 801-60014 |
| Office | 11100 Santa Monica Blvd Suite 1700 Los Angeles, CA 90025 |
| Phone | (310) 478-4005 |
| Website | www.aristotlecap.com/AFFILIATES/ARISTOTLE-CAPITAL-MANAGEMENT |
| Regulatory assets under management | $43.5B |
| Individual clients | 4,452 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 170 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Los Angeles
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- L & S Advisors, Inc $1.2B
- HCR Wealth Advisors $2.0B
- JSF Financial, LLC $2.0B
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- Venice 1 firm
- Studio City 2 firms
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