AZORIA CAPITAL, INC.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 334835
- Registered since
- February 28, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Azoria Capital, Inc. is a small, institution-focused advisory firm that registers with the SEC and centers its business on managing pooled investment vehicles. The firm’s revenue model combines a standard percentage-of-assets fee with performance-based compensation, indicating an emphasis on active, outcome-driven management that aligns manager incentives with investor returns. Azoria does not present itself as an ESG-focused manager and is not set up as a multi-state adviser; ownership is held by an individual rather than an institutional parent. The firm’s stated advisory activity is centered on running investment companies, which implies primary experience operating as an investment-manager to pooled vehicles rather than delivering stand-alone retail wealth management or broad financial planning services. The combination of a narrow client base and incentive fees suggests strategies tailored to institutional investors or sophisticated pooled structures.
Assets & Accounts
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
Owners & executives
2 of 2ALEXANDER MUNGUIA
Chief of StaffCRD 8035785
JAMES FISHBACK
CEOCRD 8035727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 740 15th St NW
- Time zone
- ET (UTC-5)
- Office locations
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