Tier 03 · Signature · $1,899   live demo · 6+ pages · motion · full brand ← back to csc-innovations.com
Independent wealth advisory · est. 2018

Quiet confidence. Lasting capital.

Aria Capital is an independent advisory practice managing $480M for forty-two families. We are not a brokerage, not a wirehouse, and not a robo. We are the firm we wished existed when we were on the other side of the table.

What we do

Five disciplines,
one fiduciary practice.

We do not sell products. We are paid by you, not by the funds. Below is the work — done quietly, on retainer.

01

Investment management

Globally diversified portfolios, tax-managed, factor-tilted. We rebalance with discipline, never with drama.

02

Financial planning

Goal modeling, retirement income, cash flow, education funding. Updated quarterly with you in the room.

03

Estate & trust

Coordinated with your attorney. We make sure the documents work in practice, not just on paper.

04

Tax planning

Year-round, not just at filing. We work directly with your CPA on every meaningful transaction.

05

Family governance

For families ready to pass capital — and values — to the next generation. Annual offsite included.

06

Concierge

Insurance reviews, bill pay, real estate closings. The boring back-office work that ages well.

Case work

Engagements we've recently completed.

Anonymized details. Outcomes are typical of the work we do for families in similar circumstances.

A
Estate · 2025

Three-generation succession plan

$32M family business transition · tax-efficient · 18 months.

R
Retirement · 2025

Surgeon early retirement

Age 54 exit · $8.2M portfolio · sustainable income for 40 years.

S
Sale · 2024

Founder liquidity event

$14M sale · concentrated stock unwind · 6-year hedging program.

Our team

The people on your account.

Every client of Aria Capital has direct line access to a senior partner. There is no junior advisor layer.

J

James Aldridge

Managing partner
M

Margaret Chen

Partner · planning
D

David Okonkwo

Partner · investments
S

Sarah Lindgren

Director · client svc
Insights

Notes from the practice.

Quarterly memos. No market predictions, no fear-mongering, no clickbait.

Q1 2026

The cost of doing nothing.

Why holding cash through inflation is rarely as safe as it feels.

Read note →
Q4 2025

On concentrated stock positions.

A framework for thinking about the wealth you didn't intend to have.

Read note →
Q3 2025

Talking to your children about money.

The conversation most families put off — and how we facilitate it.

Read note →
Schedule a call

Quiet rooms.
Long conversations.

Fargo · Minneapolis · by appointment. Initial consultations at no charge.