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Ajax Capital Advisors, Inc.

Ajax Capital Advisors, Inc.. CRD 150229

Ajax Capital Advisors, Inc. logo

CRD: 150229

Ajax Capital Advisors, Inc.

Atlanta, GA, 30328
4048162860
$33.1M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
4 Employees
67 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
05-28-2009
Office Locations
2

Office Locations

1 Concourse Parkway NE Atlanta GA
-- Fayetteville AR

About Ajax Capital Advisors, Inc.

AJAX Capital Advisors is a fee-only RIA providing comprehensive financial planning, investment management, and tax planning for individuals and families, including business owners. Portfolios emphasize low-cost mutual funds and ETFs alongside stocks and bonds, aligned to client goals and risk. Based in Atlanta, the firm highlights deep, personal client relationships and custody through Charles Schwab.

Team overview

-- AVG AGE
$8.3M AVG AUM / ADVISOR
$494.1K AVG AUM / CLIENT
9.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Harbor Insight atlas Fusion

Custodian

Crest focus

Investment Themes

Harbor optima

Investment Vehicles

Atlas Frontier vertex

Services

Vital meridian Meridian Harbor Atlas Element

Owner & Executives

N

NATHAN GARRETT ABERSON

Chief Executive Officer

CRD
#5664472
Ownership
75% or more
(449) 569-6035
pioneer.catalyst@catalystcapital.com
in linkedin.com/in/momentum-focus
A

AARON JARRET ABERSON MR.

Advisor, Chief Compliance Officer

CRD
#5828415
Ownership
10% but less than 25%
(828) 577-6590
focus.alpha@northcapital.com
in linkedin.com/in/pathway-signal

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Contacts

S

Sarah Emily Harris

--

CRD
#6708887
(724) 544-2221
zenith.element@momentumcapital.com
in linkedin.com/in/alpha-momentum
A

ALICYN MARIE MCLEOD

--

CRD
#5779877
(239) 299-2181
foundation.horizon@vertexcapital.com
in linkedin.com/in/harbor-capital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $33,107,000 --
Non-Discretionary $0 --
Total $33,107,000 --

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Separately Managed Accounts

Total SMA Asset: $33,107,000

$33.1M Total SMA
Public Funds:
20.8%
Equity - Exchange:
12.7%
Cash:
21.3%
Municipal Bonds:
14.1%
U.S. Government/Agency:
31.1%
Asset class Assets Assets %
Public Funds $677,521,235 20.8%
Equity - Exchange $413,678,831 12.7%
Cash $693,807,803 21.3%
Municipal Bonds $459,281,222 14.1%
U.S. Government/Agency $1,013,024,538 31.1%
Total $3,257,313,629 100.0%

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