Ari D. Fischman
KOVITZ INVESTMENT GROUP PARTNERS
Southfield, MI 48076
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CRD#: 4571478
Professional summary
Ari David Fischman, CFP® is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Southfield, Michigan and INTEGRITY ALLIANCE, LLC. located in Urbandale, Iowa.
Ari is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Ari has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. JA FAMILY INVESTMENTS LLC POSITION: Investor NATURE: Was intended to co-invest in a private company but we decided to not make the investment and thus it is dormant with no current intent on ever becoming active. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 22920 COVENTRY WOODS LN, SOUTHFIELD MI 48034, United States DESCRIPTION: none/not active 2. JEWISH FEDERATION OF METRO DETROIT POSITION: Volunteer NATURE: I serve on the Pension and Insurance committee. We just review renewal and insurance budget items and vote on approvals. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 6735 Telegraph Rd, Bloomfield Hills MI 48301, United States DESCRIPTION: I just sit as a voting member of the committee. 3.HILLEL DAY SCHOOL POSITION: Board Member NATURE: They are a Jewish private school for elementary and middle age students. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 32200 Middlebelt Rd, Farmington Hills MI 48334, United States DESCRIPTION: I help with the endowment committee and strategic direction of the school while sitting on the Board of Directors. 4.LION STREET FINANCIAL - act as a registered representative with the firm to facilitate the placing of broker-dealer registered insurance products. 5.KOVITZ POSITION: Employee NATURE: Kovitz is a wealth management firm that acquired Telemus and now i am an employee for wealth management business and insurance solutions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/01/2024 ADDRESS: 2 Town Sq, Suite 800, Southfield MI 48034, United States DESCRIPTION: I sit among other partners and help decide the strategic direction of the firm and have various employees in the firm that now report to me. 6.KOVITZ/TELEMUS POSITION: Employee NATURE: I am an employee of the firm and conduct all my non security based insurance business through this entity which runs insurance business paid to Telemus Insurnace Services which is wholly owned subsidiary of Telemus owned by kovitz. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2024 ADDRESS: 2 Town sq, Suite 800, Southfield MI 48034, United States DESCRIPTION: I run the insurance division for life, health and p and c business.
CRS (Client Relationship Summary) - RIA
Click below to view Ari David Fischman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
January 8, 2025 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: Two Towne Square Suite 800, Southfield, MI 48076RIA
CRD#: 282241
Southfield, MI
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 4135 Nw Urbandale Dr, Urbandale, IA 50322RIA
BD
CRD#: 139627
Urbandale, IA
Past
April 9, 2024 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
Southfield, MI
Past
October 20, 2022 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
AUSTIN, TX
Past
December 4, 2020 - March 21, 2024
TELEMUS CAPITAL, LLC
RIA
CRD#: 168794
Southfield, MI
Past
August 14, 2013 - November 20, 2020
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
SOUTHFIELD, MI
Past
October 2, 2002 - November 20, 2020
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SOUTHFIELD, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(11/3/2025)
IAR
Michigan(1/8/2025)
RR
Michigan(11/3/2025)
RR
Nevada(11/3/2025)
RR
New Jersey(11/3/2025)
RR
New York(11/3/2025)
RR
Wyoming(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
