AJ Advisors
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 321606
- Registered since
- May 27, 2022
- Website
- ajadvice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.89%
- Individuals17.65%
- Pension & Profit Sharing Plans0.43%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
AJ Advisors is an independent, SEC-registered registered investment adviser formed as an LLC and owned by an individual. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements. AJ Advisors is not marketed as an ESG-focused manager, is not a multi-state adviser per the snapshot, and does not identify as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Elijah Culley
Associate Financial AdvisorCRD 8010820
George Quinn
PartnerCRD 5700466
John Stauffer
PartnerCRD 5114261
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$339M in ETFs
90%
$306M
10%
$33.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $76.7M | 111,684 | 22.61% |
Location
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 2726 Larmon Dr
- Time zone
- CT (UTC-6)
- Office locations
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