AGHAJOHN CAPITAL ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LA JOLLA, California
CRD number
331137

Firm profile

FINTRX

Overview

Aghajohn Capital Advisors, LLC is organized as a limited liability company under individual ownership and operates largely through pooled investment vehicles. The firm identifies itself in roles that include sponsor, general partner and managing member of such vehicles, rather than as a traditional multi-state advisory platform. Public filings indicate it is not an active ESG investor, not a pension consultant, and is not classified as a capital allocator; further registration details (SEC registration year) are not provided. The firm’s public profile is limited and does not disclose a retail client base or typical advisory activities. Available data points toward a manager-centric setup that runs at least one private investment vehicle rather than maintaining a roster of external advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • NATHAN MAGHSOUDI

    Managing MemberCRD 7812097

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
4225 Executive Sq
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth