AJAX CAPITAL ADVISORS, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 150229
- Website
- www.ajaxca.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.09%
- Individuals43.32%
- Insurance Companies0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ajax Capital Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation that focuses on individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals, small businesses and institutional clients with an insurance brokerage capability. Its stated fee arrangements include percentage-of-AUM and fixed-fee engagements. Ajax reports not positioning itself as an active ESG investor and lists a business affiliation with a law firm.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2NATHAN ABERSON
CEOCRD 5664472
AARON ABERSON
Chief Compliance OfficerCRD 5828415
Contacts
2 of 2Sarah Harris
Financial AdvisorCRD 6708887
ALICYN MCLEOD
Investment Adviser RepresentativeCRD 5779877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1 Concourse Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CLARIS FINANCIAL ADVISORS, INC.
RIAAtlanta, GA
JORDAN CAPITAL AM, LLC
RIAAtlanta, GA
EARN INTO WEALTH STRATEGIES
RIAAtlanta, GA
FELTON & PEEL WEALTH MANAGEMENT, INC.
RIAAtlanta, GA
CONCOURSE CAPITAL ADVISORS, LLC
RIAAtlanta, GA
TAX & FINANCIAL MANAGEMENT
RIAAtlanta, GA