Ajax Capital Advisors, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 150229
· Atlanta, GA
· WWW.AJAXCA.COM
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ADV data as of Mar 11, 2026
- Regulatory AUM
- $33.1M
- Discretionary
- $33.1M
- Clients
- 67
- Avg AUM / client
- $494K
- Accounts
- 149
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 54 | $14.3M | 43.3% |
| High net worth individuals | 13 | $18.6M | 56.1% |
| Insurance companies | Fewer than 5 clients | $195K | 0.59% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan Garrett Aberson | Registered representative | CFP | May 2009 (17y) | |
| Aaron Jarret Aberson | Registered representative | Oct 2010 (16y) | ||
| Alicyn Marie Mcleod | Registered representative | Mar 2023 (3y) | ||
| Sarah Emily Harris | Registered representative | Feb 2024 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $33.1M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗