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| Happy Holidays!! thanks for using AUM13F!! |
| AJ Advisors LLC
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| CRD # | 321606 |
| SEC # | 801-125760 |
| CIK # | 0001951167 |
| AUM | $303.5 M (2025-03-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 615-709-8709 |
| Address | 2726 Larmon Drive Nashville, TN 37204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 1.8 | ||
| Microsoft Corp | 1.6 | ||
| Apple Inc | 1.2 | ||
| Alphabet Inc | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Home Depot Inc | 0.6 | ||
| VISA Inc | 0.6 | ||
| International Business Machines Corp | 0.6 | ||
| BlackRock Inc | 0.5 | ||
| HCA Holdings Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 226.6 |
| (b) Individuals (high net worth individuals) | 292 | 75.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,412 | 303.5 |
| By Discretionary | ||
| Discretionary | 1,412 | 303.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,412 | 303.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 303.5 | |
| Total | 1,412 | 303.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001951167] |
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|---|---|---|
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|
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VB&T Wealth Management LLC
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