CRD: 150229
Ajax Capital Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2009
- Office Locations
- 2
Office Locations
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
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NATHAN GARRETT ABERSON
Chief Executive Officer
- CRD
- #5664472
- Ownership
- 75% or more
AARON JARRET ABERSON MR.
Advisor, Chief Compliance Officer
- CRD
- #5828415
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Sarah Emily Harris
--
- CRD
- #6708887
ALICYN MARIE MCLEOD
--
- CRD
- #5779877
Showing 2 of 4 contacts
Unlock allAssets Under Management
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
| 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% |