Aston Sandel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aston Sandel (ASYS Risk Group, LLC) provides discretionary portfolio management primarily for individuals, including high‑net‑worth clients, and for businesses, tailoring portfolios to each client's financial situation, goals, risk tolerance and time horizon. The firm began operations in 2026 and manages client accounts through a custodial relationship, with performance and account information available via the custodian's portal.
The firm's investment process emphasizes a long‑term growth orientation and combines macroeconomic and sentiment analysis with both fundamental and technical research to construct diversified portfolios using stocks, ETFs and bonds. Aston Sandel manages accounts on a discretionary basis and reviews client accounts at least quarterly, relying on custodian statements for holdings and performance reporting.
The brochure discloses several features that are less common for a firm of this size: personnel are licensed insurance agents and operate an insurance agency (and may receive insurance commissions), and the firm recently discontinued a separate performance report in favor of custodian‑provided statements. The ADV also states the firm may serve other types of clients beyond individuals and businesses, a flexibility that can include institutional or tax‑exempt entities and is atypical for similarly sized independent advisers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.80% $1,000,000 - $5,000,000: 1.40% $5,000,000+: 1.00% $0 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.35%
Account minimum: $500,000
Main office
Auburn AL
Advisors at this office
1
Most active in
Alabama
Also doing business as
Aston Sandel · Asys Risk Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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