AJ ADVISORS, LLC
Legal name: AJ ADVISORS
CRD #321606 SEC #801-125760 NASHVILLE, TN 615-709-8709
SEC Registered
Total AUM
$303.5M
Discretionary
$303.5M
Employees
4
Clients
251
Accounts
1,412
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $303.5M | $303.5M | $0 | 4 | 16 |
| Aug 2025 | $303.5M | $303.5M | $0 | 4 | 16 |
| Mar 2025 | $303.5M | $303.5M | $0 | 4 | 16 |
| Mar 2024 | $247M | $247M | $0 | 4 | 15 |
| Aug 2023 | $191M | $191M | $0 | 3 | 12 |
| May 2023 | $191M | $191M | $0 | 3 | 12 |
| Mar 2023 | $191M | $191M | $0 | 3 | 12 |
| Sep 2022 | $203.3M | $203.3M | $0 | 3 | 0 |
| Sep 2022 | $203.3M | $203.3M | $0 | 3 | 0 |
| Jul 2022 | $0 | $0 | $0 | 3 | 0 |
| Apr 2022 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$303.5M
Discretionary$303.5M
Non-Disc.$0
Employees4
Clients16
DateAug 2025
Total AUM$303.5M
Discretionary$303.5M
Non-Disc.$0
Employees4
Clients16
DateMar 2025
Total AUM$303.5M
Discretionary$303.5M
Non-Disc.$0
Employees4
Clients16
DateMar 2024
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees4
Clients15
DateAug 2023
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees3
Clients12
DateMay 2023
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees3
Clients12
DateMar 2023
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees3
Clients12
DateSep 2022
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0