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AJ ADVISORS

NASHVILLE, TN · CRD 321606 · IAPD ↗ · 615-709-8709

$393.9MRegulatory AUM
3Advisory reps
5Employees
30Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — AJ ADVISORS reported RAUM up 30% ($303.5M -> $393.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — AJ ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — AJ ADVISORS reported RAUM up 29% ($191.0M -> $247.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.