Mount Ararat Financial Services LLC

Overview

Mount Ararat Financial Services LLC is a very small, owner‑run independent registered investment adviser that concentrates on financial planning and portfolio management for individual and family clients. The firm operates with a project-oriented fee mix — hourly, fixed fees and other non‑AUM billing — which points to a consultative, engagement‑based model rather than a traditional asset‑based advisory practice. Investment activity is centered on public mutual funds as the primary vehicle for portfolio construction, supplemented by access to alternative opportunities. While the firm does not present itself as a capital allocator or a multi‑state adviser, it reports the ability to place client capital into venture capital, private placements and real estate through third‑party external managers. Mount Ararat Financial Services LLC is not an active ESG investor, and its work appears tailored to a very small client base where suitability and liquidity considerations drive the use of alternatives and annuities alongside mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices