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 that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is SEC-registered (registration recorded in 2013) and serves both individual & family clients and institutional accounts. Its business model is fee-based, charging a percentage of assets under management. The firm identifies as not being a capital allocator and does not position itself as an active ESG investor. An insurance-company affiliation is listed among its industry ties.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$4.7M in ETFs
100%
$4.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $1.8M | 38,066 | 38.11% |
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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