Aljian Capital Management, Llc
- Regulatory AUM
- $628M
- Discretionary
- $591M
- Clients
- 436
- Avg AUM / client
- $1.4M
- Accounts
- 1,049
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 274 | $92.4M | 14.7% |
| High net worth individuals | 154 | $520M | 82.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $12.3M | 1.96% |
| Corporations and other businesses | 8 | $3.5M | 0.55% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aljian, Denise, Louise | Trustee | Apr 2006 (20y) | Less than 5% | |
| James Raymond Aljian | Trustee & Owner | Apr 2006 (20y) | ≈ 37.5% – 75% via Aljian Family Revocable Trust | |
| Jessica Marie Markarian | Chief Compliance Officer | Sep 2013 (13y) | Less than 5% | |
| Mansoor Kisat | Registered representative | Jun 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aljian Family Revocable Trust | Managing Member | Aug 2014 | A | 75% or more |
| Aljian, Denise, Louise | Trustee & Owner | Apr 2006 | B | ≈ 37.5% – 75% via Aljian Family Revocable Trust |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Raymond Aljian: 50% – 75% of Aljian Family Revocable Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Aljian, Denise, Louise: 50% – 75% of Aljian Family Revocable Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
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) | 03/03/2026 | 961 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $622M (99% 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 03, 2026.
View current Form ADV (SEC/IAPD) ↗