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| AJ Advisors LLC
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|---|---|
| CRD # | 321606 |
| SEC # | 801-125760 |
| CIK # | 0001951167 |
| AUM | 393.9 M (2026-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 615-709-8709 |
| Address | 2726 Larmon Drive Nashville, TN 37204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001951167 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 1.4 | ||
| Apple Inc | 1.3 | ||
| Alphabet Inc | 1.1 | ||
| Microsoft Corp | 0.9 | ||
| Amazon Com Inc | 0.7 | ||
| Home Depot Inc | 0.5 | ||
| HCA Holdings Inc | 0.5 | ||
| Visa Inc | 0.5 | ||
| BlackRock Inc | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Mastercard Inc | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 69.5 |
| (b) Individuals (high net worth individuals) | 124 | 322.5 |
| (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 | 1.7 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 1,483 | 393.9 |
| By Discretionary | ||
| Discretionary | 1,483 | 393.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,483 | 393.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.9 | |
| Total | 1,483 | 393.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001951167] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 30 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Retirement Planning Company of New England Inc
✚
|
RI | 394.4 M |
|
Vawter Financial Ltd
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OH | 394.4 M |
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Integrity Investment Advisors LLC
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394.3 M | |
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MN Wealth Advisors LLC
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Virginia Wealth Management Group Inc
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|
Bellevue Asset Management LLC
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|
ACAS LLC
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|
CA | 393.4 M |
|
Core Wealth Partners LLC
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|
CA | 393.2 M |
|
PFW Advisors LLC
✚
|
GA | 393.2 M |
|
Causey Wealth LLC
✚
|
CO | 393.2 M |