AUMdb

Aj Advisors, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 321606 · SEC file 801-125760 · Nashville, TN · www.linkedin.com
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$394M
Discretionary
$394M
Clients
414
Avg AUM / client
$951K
Accounts
1,483
Employees
5

AUM over time

$0 $394M
Apr 28, 2022 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Investments (13F portfolio — 33 positions, $269,546,005)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Vanguard Index Fds S&P 500 ETF SHS $65,072,037 108,898 24.1% 16.5%
2 Ishares Tr INTL DIV GRWTH $37,152,468 443,506 13.8% 9.43%
3 Invesco Qqq Tr UNIT SER 1 $31,461,344 54,509 11.7% 7.99%
4 Vanguard Index Fds MID CAP ETF $17,609,437 61,318 6.53% 4.47%
5 Vanguard Index Fds SMALL CP ETF $17,158,799 65,512 6.37% 4.36%
6 Vanguard Index Fds VALUE ETF $15,829,455 80,680 5.87% 4.02%
7 Ishares Tr 0-5 YR TIPS ETF $15,255,785 147,499 5.66% 3.87%
8 Ishares Tr CORE 40/60 MODER $13,020,400 274,866 4.83% 3.31%
9 First Tr Exchange Traded Fd RISNG DIVD ACHIV $12,204,812 178,747 4.53% 3.1%
10 Vanguard Malvern Fds CORE BD ETF $11,045,724 142,747 4.1% 2.8%
11 Vaneck Etf Trust SEMICONDUCTR ETF $9,190,757 23,972 3.41% 2.33%
12 Pgim Etf Tr TOTAL RETURN BON $7,551,157 181,912 2.8% 1.92%
13 Pimco Etf Tr MULTISECTOR BD $5,420,382 206,885 2.01% 1.38%
14 Jpmorgan Chase & Co COM $1,402,899 4,769 0.52% 0.36%
15 Apple Inc COM $1,321,432 5,207 0.49% 0.34%
16 State Str Spdr S&P 500 Etf T TR UNIT $1,180,614 1,815 0.44% 0.3%
17 Alphabet Inc CAP STK CL A $1,062,529 3,695 0.39% 0.27%
18 Microsoft Corp COM $916,991 2,477 0.34% 0.23%
19 Amazon Com Inc COM $738,109 3,544 0.27% 0.19%
20 Home Depot Inc COM $523,191 1,591 0.19% 0.13%
21 Hca Healthcare Inc COM $502,204 1,061 0.19% 0.13%
22 Visa Inc COM CL A $494,007 1,634 0.18% 0.13%
23 Blackrock Inc COM $467,019 486 0.17% 0.12%
24 Nvidia Corporation COM $425,940 2,442 0.16% 0.11%
25 Berkshire Hathaway Inc Del CL B NEW $419,779 876 0.16% 0.11%

Top 25 of 33 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 290 $69.5M 17.7%
High net worth individuals 124 $323M 81.9%
Pension and profit sharing plans Fewer than 5 clients $1.7M 0.43%
Charitable organizations Fewer than 5 clients $126K 0.03%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
George Andrew Quinn Member, Chief Compliance Officer CFP Apr 2022 (4y) 50% – 75%
John Province Stauffer Member CFP Apr 2022 (4y) 50% – 75%
Elijah Mason Culley Registered representative Dec 2025 (1y)

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)

FormPeriodSize
Form ADV (full filing) 03/26/2026 948 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
  • • Hourly charges
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Pension consulting services

Custody

Reported custodians

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 26, 2026.

View current Form ADV (SEC/IAPD) ↗