Aj Advisors, LLC
AJ Advisors, LLC is a Nashville, Tennessee-based Registered Investment Adviser (RIA) regulated by the SEC. Founded in 2011, the firm serves individuals, high net worth individuals, trusts, and estates, primarily in the United States. AJ Advisors provides discretionary investment management, financial planning, and consulting services. As of March 2025, the firm manages $303.5 million in assets and employs four professionals. AJ Advisors emphasizes a collaborative approach to financial planning, working closely with clients to identify goals and develop tailored strategies, aiming to serve retail investors with ongoing monitoring and advice.
Investment Strategy
AJ Advisors, LLC employs a discretionary investment management approach, offering personalized financial planning and consulting services to individuals, high net worth individuals, and family accounts. Their strategy is client-centric, involving ongoing monitoring of investments, diversification across equities (including large holdings in S&P 500, technology, and blue-chip companies), and the use of ETFs and mutual funds. The firm collaborates closely with clients to align portfolios with their specific goals and risk profiles, leveraging continuous account oversight and custom portfolio allocations in primarily public securities and exchange-traded products.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 24.87% | $55.9M | 98,395 | $381.13 | $568.03 | +$3.8M |
I IGRO | ISHARES TR | 13.52% | $30.4M | 385,143 | $62.66 | $78.89 | +$7.2M |
Q QQQ | INVESCO QQQ TR | 12.22% | $27.5M | 49,788 | $320.65 | $551.64 | +$5.1M |
V VO | VANGUARD INDEX FDS | 6.75% | $15.2M | 54,191 | $210.38 | $279.83 | -$1.0M |
V VB | VANGUARD INDEX FDS | 6.28% | $14.1M | 59,562 | $189.36 | $236.98 | +$248.4K |