AdvisorCensus / Financial advisors / Maryland / Baltimore / A. J. Perry & Co.
A. J. Perry & Co.
Filed as A. J. PERRY & CO. · Legal name A. J. Perry & Company, Inc.
A. J. Perry & Co. is an SEC-registered investment advisory firm in Towson, MD, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.
Quick answers
From the filingHow is A. J. Perry & Co. compensated?
On its Form ADV (Item 5.E, October 2026), A. J. Perry & Co. reports these compensation arrangements: a percentage of assets under its management.
What does A. J. Perry & Co.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated February 18, 2026 states: Up to $250,000: 1% a year; $250,000 to $1,000,000: 0.5% a year; Above $1,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is A. J. Perry & Co. located?
A. J. Perry & Co.'s principal office is in Towson, MD, according to its Form ADV.
Is A. J. Perry & Co. registered with the SEC or a state?
A. J. Perry & Co. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 107041.
How much does A. J. Perry & Co. manage?
A. J. Perry & Co. reports $108,760,000 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (97% discretionary).
What types of clients does A. J. Perry & Co. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (38); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Does A. J. Perry & Co. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107041
Does A. J. Perry & Co. state an account minimum?
Its Form ADV Part 2A brochure dated February 18, 2026 says: "We have no minimum fee or minimum account size."
What changed in A. J. Perry & Co.'s recent Form ADV filings?
In the February 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1% |
| $250,000 to $1,000,000 | 0.5% |
| Above $1,000,000 | 0.25% |
The brochure's wording
The annual fee is 1% for the first $250,000, 0.5% for the next $750,000, and 0.25% for amounts in excess of $1,000,000.
Account minimum: None
The brochure's wording
We have no minimum fee or minimum account size.
Minimum annual fee: None
The brochure's wording
We have no minimum fee or minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated February 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$108,760,000 as of October 2026, filing dated February 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- A. J. Perry & Company, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. A. J. Perry & Co. (CRD 107041): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/a-j-perry-and-co-towson-md-107041