Ahara Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. The firm advises 1 private fund.
Ahara Advisors reports 55 high-net-worth individuals. Of its assets, 98.6% ($183M across 126 accounts) are managed with discretion; $2.63M across 6 accounts are not. Of its clients, 5% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 55 | $185M | 100.0% | $3.37M |
| Total | 55 | $185M | 100% | $3.37M |
- Clients
- 55
- Regulatory AUM
- $185M
- AUM share
- 100.0%
- Avg. per client
- $3.37M
Total
- Clients
- 55
- Regulatory AUM
- $185M
- AUM share
- 100%
- Avg. per client
- $3.37M
- Clients outside the U.S.
- 5%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Ahara Advisors charges up to 1.00% a year for its Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting and Support
- Ongoing fee set from estimated hours, negotiable and capped at 1% per annum on net assets, adjusted for inflation; a cap of 2% applies including any sub-advisor or third-party manager fee.
- State of the Family Report
- Fixed fee set from the estimated hours of work, with a $495 initial deposit; the total fee will not exceed 1% per annum on net assets.
Aseem Garg owns 75% or more of Ahara Advisors. The leadership team of Ahara Advisors includes Chief Investment Officer Aseem Garg and Chief Operating Officer Kamel Tarazi. It has 3 employees, 2 of them in advisory roles.
Leadership
Kamel TaraziChief Finanical Officer, Chief Operating Officer & Chief Compliance Officer
Aseem GargFounder & Chief Investment Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Ahara Advisors LLC
Aseem Garg
Control person · since November 2020
Ahara Advisors’ regulatory assets grew 1.5× from $122M (May 2025) to $185M (August 2026); clients rose from 42 to 55 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $185M | 55 | 3 | 1 |
| May 2025 | $122M | 42 | 3 | 1 |
Besides its headquarters, Ahara Advisors has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 201 Montgomery St, Ste 263, Jersey CityHQ
Contact and registration details
- Legal name
- Ahara Advisors LLC
- Headquarters
- 201 Montgomery St, Ste 263, Jersey City, NJ 07302
- Website
- aharaadvisors.com
- Phone
- 412-908-0844
- @ahara-advisors
- SEC file
- 801-131074
- Structure
- Delaware LLC
- Fiscal year end
- December
Ahara Advisors uses Fidelity ($153M, 83%) and Charles Schwab ($30.9M, 17%) as custodians for its separately managed accounts. Ahara Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $153M83%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $30.9M17%
At year end, Ahara Advisors’ separately managed accounts were mostly in stocks (51%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $296M across 56 positions; the largest are Microsoft Corp. (8.4%), Vanguard Index Fds (7.1%) and Disney Walt CO (5.1%).
What the accounts hold
- Stocks51%
- Exchange-traded equities31%
- Non-exchange-traded equities20%
- Funds31%
- Pooled vehicles25%
- Registered funds6%
- Bonds8%
- U.S. government and agency bonds6%
- State and local bonds2%
- Cash9%
- Other1%
- Crypto currencies1%
Reported 13F holdings
- $296M
- Reported 13F value
- 56
- Positions
- 46.2%
- In the 10 largest
- +147.4%
- Value vs. prior quarter
- Microsoft Corp.8.4%
- Vanguard Index Fds · Total Stk Mkt7.1%
- Disney Walt CO5.1%
- Alphabet Inc. · Cap Stk CL C4.7%
- Nvidia Corporation4.1%
- Uber Technologies Inc.3.4%
- Alphabet Inc. · Cap Stk CL A3.4%
- iShares TR · China Lg-cap ETF3.3%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF3.3%
- Airbnb Inc. · Com CL A3.3%
Together, the ten largest are 46.2% of reported value.
How many clients does Ahara Advisors have?
Ahara Advisors has 55 clients and manages $185 million for them, as of August 2026. They include 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Ahara Advisors offer?
Ahara Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ahara Advisors charge?
Ahara Advisors charges up to 1.00% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Which custodians does Ahara Advisors use?
Ahara Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $153M and Charles Schwab & Co., Inc. (Westlake, TX), with $30.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does Ahara Advisors have?
Ahara Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ahara Advisors invest in?
At the end of its last fiscal year, Ahara Advisors’ separately managed accounts held 31% exchange-traded equities, 25% pooled vehicles (private funds and similar), 20% non-exchange-traded equities, 9% cash and equivalents, 6% U.S. government and agency bonds, 6% registered funds (mutual funds, ETFs, BDCs), 2% state and local bonds and 1% other. The 1% other category is described as: Crypto Currencies. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ahara Advisors?
Ahara Advisors’ direct owner is Aseem Garg (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Ahara Advisors get paid?
Ahara Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ahara Advisors registered with the SEC?
Yes, Ahara Advisors has been registered with the SEC as an investment adviser since 6 September 2024. Its CRD number is 312385 and its SEC file number is 801-131074.
Source: Form ADV Part 1A, Item 1, filed 3 August 2026; IAPD firm record
How do I contact Ahara Advisors?
Ahara Advisors’ main office is at 201 Montgomery St, Ste 263, Jersey City, NJ 07302. Its phone number is 412-908-0844. Its website is aharaadvisors.com.