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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2022
- Office Locations
- 1
Office Locations
About AJ Advisors
AJ Advisors is a Nashville-based RIA offering collaborative financial planning and discretionary investment management for individuals and families. The firm builds diversified portfolios designed to pursue growth and manage volatility, paired with retirement projections, cash-flow coaching, and coordination around tax, estate, education, and insurance needs. Led by CFP® partners, the practice uses planning software and custody through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE ANDREW QUINN
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5700466
- Ownership
- 50% but less than 75%
JOHN PROVINCE STAUFFER
Partner
- CRD
- #5114261
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Elijah Mason Culley
--
- CRD
- #8010820
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,857,212 | $265,581 |
| Non-Discretionary | $0 | -- |
| Total | $393,857,212 | $265,581 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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