AH
Aaron J. Hodari
ARAX ADVISORY PARTNERS
Birmingham, MI 48009
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CRD#: 5552109
AH
Professional summary
Aaron John Hodari, CFP®, CIMA® is a registered financial advisor currently at ARAX ADVISORY PARTNERS located in Birmingham, Michigan and KINGSWOOD CAPITAL PARTNERS, LLC located in Birmingham, Michigan.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Aaron has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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) Schechter Investment Advisors, , a division of Arax Advisory Partners LLC - Investment Related: Yes - Address: 111 E. Merrill St. Suite 400, BIRMINGHAM MI 48009 - RIA - Managing Director - Start Date: 06/01/2025 - Hours per month: 160 hours - Hours per month during trading hours: 160Hrs - Duties: Financial Advisor working w/clients on financial planning & investment related items 2) Schechter Investment Advisors, a division of Arax Advisory Partners LLC - Yes - 111 E. Merrill St. Suite 400, BIRMINGHAM MI 48009 - RIA - partner/manager - 01/2016 - 80 hours - 80 hours - deal sourcing, diligence, and portfolio management for the private funds that Schechter Private Capital manages 3)Kingswood Capital Partners, LLC -investment-related 11440 W. Bernardo Ct. Ste.300, San Diego, CA 92127 -registered representative -began June 2018 -hrs per month 1 -hrs during trading hours 0-selling private placements, life insurance, variable universal life
CRS (Client Relationship Summary) - RIA
Click below to view Aaron John Hodari'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: 2015
Experience
Current
June 18, 2025 - Present
ARAX ADVISORY PARTNERS
Office #1: 111 E. Merrill Street, Suite 400, Birmingham, MI 48009RIA
CRD#: 133535
Birmingham, MI
Current
June 15, 2018 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 111 E Merrill St Ste 400, Birmingham, MI 48009BD
CRD#: 288898
Birmingham, MI
Past
March 23, 2016 - June 15, 2018
SGMA CAPITAL MARKETS LIMITED
BD
CRD#: 135327
Birmingham, MI
Past
February 11, 2014 - July 11, 2025
SCHECHTER INVESTMENT ADVISORS, LLC
RIA
CRD#: 169114
BIRMINGHAM, MI
Past
January 27, 2014 - June 12, 2014
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
September 19, 2013 - June 12, 2014
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
June 7, 2010 - November 3, 2011
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
NEW YORK, NY
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".
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)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
Alaska(10/2/2023)
RR
California(6/15/2018)
RR
Colorado(5/13/2024)
RR
Connecticut(3/8/2023)
RR
Florida(6/15/2018)
RR
Illinois(6/15/2018)
RR
Kentucky(6/11/2025)
RR
Michigan(6/15/2018)
IAR
Michigan(6/18/2025)
RR
New Jersey(6/15/2018)
RR
New York(6/15/2018)
RR
Ohio(3/8/2023)
RR
Pennsylvania(9/20/2023)
RR
Texas(3/20/2024)
RR
Wisconsin(6/11/2025)
RR
Wyoming(7/31/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
730 17th Street Suite 107, Denver, CO 80202
Mailing Address
Phone number
(303) 633-5900
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,559 |
| AUM (Assets Under Management) | $ 8,960,126,874 |
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.
