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, SEC‑registered investment advisory firm organized as an LLC and first registered in 2013. Ownership is a mix of a domestic entity and an individual. The firm serves both individual and family clients and institutional relationships, charging fees based on a percentage of assets under management. Advisory services emphasized in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports an affiliation with an insurance company and does not identify itself as an active ESG investor or a multi‑state adviser. Aljian is not described as a capital allocator in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
Jessica 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
$4.2M in ETFs
100%
$4.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $1.4M | 43,131 | 34.31% |
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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