Ajax Capital Advisors, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 150229
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.09%
- Individuals43.32%
- Insurance Companies0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ajax Capital Advisors, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines fee-based financial planning and portfolio management for individuals, small businesses and institutional entities with insurance brokerage services. Its typical fee arrangements are a percentage of assets under management and fixed fees. Ajax does not identify as an active ESG investor and is not positioned as a capital allocator; it lists a law firm among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2Nathan Aberson
CEOCRD 5664472
Aaron Aberson
Chief Compliance OfficerCRD 5828415
Contacts
2 of 2
Sarah Harris
Financial AdvisorCRD 6708887
Alicyn Mcleod
Investment Adviser RepresentativeCRD 5779877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1 Concourse Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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