Aljian Capital Management

RIASEC Registered
Total AUM
$628M
Discretionary
$591M
94% of AUM
Avg account
$598K
Accounts
1,049
Employees
3
Advisory reps
4

Firm details

Headquarters
Carson City, Nevada
CRD number
167381
Registered since
September 6, 2013
Website
www.aljiancapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI82.77%
  • Individuals14.72%
  • Pension & Profit Sharing Plans1.96%
  • Corporations / Businesses0.55%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Aljian Capital Management is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is SEC-registered (registration recorded in 2013) and serves both individual & family clients and institutional accounts. Its business model is fee-based, charging a percentage of assets under management. The firm identifies as not being a capital allocator and does not position itself as an active ESG investor. An insurance-company affiliation is listed among its industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 86%, US Government Bonds 7%, Public Funds/Mutual Funds 3%, State & Local Bonds 2%, Cash & Cash Equivalents 2%86%
  • Exchange Traded Equities86%
  • US Government Bonds7%
  • Public Funds/Mutual Funds3%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 9

Active vs passive

$4.7M in ETFs

Passive

100%

$4.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$1.8M38,06638.11%
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Location

Primary office

Carson City, NV

Carson City

Location

Carson City, NV

Headquartered in Carson City, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Carson City
Address
600 E William St
Time zone
PT (UTC-8)
Office locations

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