ALJIAN CAPITAL MANAGEMENT
Firm details
- Headquarters
- CARSON CITY, Nevada
- CRD number
- 167381
- Registered since
- September 6, 2013
- Website
- www.aljiancapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.77%
- Individuals14.72%
- Pension & Profit Sharing Plans1.96%
- Corporations / Businesses0.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Aljian Capital Management is an independent registered investment adviser formed as an LLC and SEC-registered since 2013. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Filings also list an affiliation with an insurance company.
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
- Exchange Traded Equities86%
- US Government Bonds7%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 4JESSICA MARKARIAN
AssociateCRD 2444783
MANSOOR KISAT
Investment Advisor RepresentativeCRD 1392148
JAMES ALJIAN
OwnerCRD 1489018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$4.1M in ETFs
96%
$3.9M
0%
$171K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $1.9M | 48,744 | 46.01% |
Location
CARSON CITY, NV
CARSON CITY
Location
CARSON CITY, NV
Headquartered in CARSON CITY, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- CARSON CITY
- Address
- 600 E William St
- Time zone
- PT (UTC-8)
- Office locations
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