AZORIA CAPITAL, INC.

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ALEXANDER MUNGUIA

    Chief of StaffCRD 8035785

  • JAMES FISHBACK

    CEOCRD 8035727

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth