An independent, fiduciary investment advisory firm built for investors who think beyond the conventional horizon. Your goals drive every decision — and every relationship is one I take personally.
Every name has a story. Ares-Bound Capital's begins with a phrase you've probably heard in a finance thread or on a trading floor — "this stock is going to the moon." It's shorthand for unbridled optimism. For a bet that pays off spectacularly.
But when it came to building this firm, the moon felt like the wrong destination. Not because ambition should be modest — quite the opposite. Because the best long-term thinking goes further than the obvious horizon.
Mars-Bound Capital was briefly considered. But a deeper pull toward Greek mythology — and a practical eye for search — landed on something better: Ares, the Greek god of Mars. The initials A·B·C followed naturally. The logo's arc and star became the trajectory: a path launched from where you are, aimed somewhere most people wouldn't even look toward.
"The name is a reminder: conventional thinking gets you conventional results. We're built for the journey further."
At Ares-Bound Capital, you're not a portfolio number or an AUM metric. I founded this firm in 2020 on the belief that genuinely independent advice — free from the institutional pressures of big-box brokerages — is something every investor deserves access to.
My background is unusual for an investment advisor, and I think that's an advantage for my clients. I hold a B.S. in Physics and a B.S. in Applied Mathematics from Iowa State University, and have spent over a decade working in enterprise financial analysis — including building IBM's Finance Data Science team from the ground up and leading a team of 30 analysts reporting directly to the North American CFO.
That quantitative foundation shapes everything I do: from cash flow modeling and earnings analysis to portfolio construction. I don't guess at fundamentals — I build models around them. I'm also currently pursuing a Master's in Nuclear Engineering (Energy & Sustainability track) at the University of Chicago's Pritzker School of Molecular Engineering on scholarship — because understanding where energy and technology are going is directly relevant to where your money should be.
As the sole Investment Advisor Representative of this firm, I work directly with every client. When you have a question, you reach me. When markets move, we talk through it together.
Every engagement begins with listening. Your financial picture is unique — our approach should reflect that entirely.
Discretionary management across equities, fixed income, ETFs, REITs, UITs, mutual funds, and options. Strategy combines Tactical Asset Allocation, Sector Rotation, and Dividend Discount Modeling — tailored to your risk profile, time horizon, and objectives.
Comprehensive planning across cash flow analysis, retirement income projections (including Monte Carlo simulation), education funding, and estate planning. A full financial picture — not just an investment account.
Advisory services for individuals, high-net-worth clients, and small businesses. Every account is managed on a discretionary basis with monthly reviews covering asset mix, risk exposure, diversification, and return — with an annual portfolio meeting included.
Investment decisions grounded in cash flow and earnings report analysis, technical charting, event and cyclical analysis, and microcap-to-megacap fundamental research. Backed by a decade of enterprise financial modeling at IBM.
We believe informed clients are empowered clients. The following disclosures are provided in accordance with applicable state securities regulatory requirements.
Ares-Bound Capital LLC is a state-registered investment adviser (CRD# 310218), registered since September 21, 2021. Riddhiman Moharar is the sole Investment Advisor Representative (IAR CRD# 7328429). Verify at adviserinfo.sec.gov ↗.
Ares-Bound Capital is currently registered to provide investment advisory services in the following states: Iowa (since 9/21/2021), Illinois (since 10/1/2021), Virginia (since 11/19/2021), and Colorado (since 12/10/2021). Advisory services are offered only in states where the firm is properly registered.
Ares-Bound Capital charges an annual advisory fee of 2.25% of assets under management, billed monthly in arrears. Fees may be negotiated under certain circumstances. Clients may also incur separate third-party costs including custodial fees, fund expenses, and transaction costs. No performance-based fees are charged.
Client assets are held exclusively at Charles Schwab & Co., an independent qualified custodian. Ares-Bound Capital is not a broker-dealer and receives no compensation from the purchase or sale of securities. The firm holds discretionary authority over client accounts via a limited Power of Attorney in the Client Agreement.
Our full Form ADV (Parts 2A Client Brochure and 2B Brochure Supplement) is available upon written request to the firm, or through the SEC's Investment Adviser Public Disclosure database. The ADV describes our services, fees, investment strategies, conflicts of interest, and background in full detail.
Neither Ares-Bound Capital LLC nor Riddhiman Moharar has been involved in any securities-related legal, regulatory, disciplinary, arbitration, civil, administrative, or bankruptcy proceeding. The firm has a clean regulatory record.
The firm employs a combination of Tactical Asset Allocation, Diversification, Dividend Discount Modeling, Monte Carlo Simulation, and Sector Rotation. Analysis methods include charting, fundamental, technical, event, and cyclical analysis across equities, fixed income, ETFs, REITs, UITs, and options.
Mr. Moharar is the owner of Shub Music LLC (entertainment services). This activity is unrelated to investment advisory services and does not present a material conflict of interest with his role at Ares-Bound Capital.
Important Disclosures: Investment advisory services offered through Ares-Bound Capital LLC (CRD# 310218), a Registered Investment Adviser registered with applicable state securities regulators. Registration does not imply any particular level of skill or training. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. All accounts are managed on a discretionary basis. Client assets are custodied at Charles Schwab & Co. The information on this website is for informational purposes only and does not constitute investment, legal, or tax advice. Please consult with a qualified professional regarding your specific situation. A copy of Ares-Bound Capital's Form ADV, Code of Ethics, and Privacy Policy is available upon written request.
No obligation, no pressure. Just an honest conversation about where you are financially and where you'd like to go.