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 registered investment adviser organized as an LLC and first registered with the SEC in 2022. The firm serves individual and family clients and bills through a mix of asset-based fees, hourly charges and fixed-fee engagements. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. AJ Advisors is structured as an owner-operated practice (individual owner) rather than a capital allocator or multi-state adviser, and it does not identify as an active ESG investor.
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 3Elijah 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 21Active vs passive
$273M in ETFs
91%
$249M
9%
$24.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $65.1M | 108,898 | 23.82% |
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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