# A. J. Perry & Co.

> 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.

- CRD: 107041
- Filed as: A. J. PERRY & CO.
- Legal name: A. J. Perry & Company, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107041
- AdvisorCensus page: https://advisorcensus.com/firm/a-j-perry-and-co-towson-md-107041

## Quick answers

**How 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.

**How much does A. J. Perry & Co. charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- 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

> 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

> We have no minimum fee or minimum account size.

- Minimum annual fee: None

> We have no minimum fee or minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $108,760,000
- Discretionary: $105,258,210
- Non-discretionary: $3,501,790

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $14,424,862 |
| High net worth individuals | 38 | $89,886,708 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,533,022 |
| Corporations or other businesses not listed above | 1 | $915,408 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. A. J. Perry & Co. (CRD 107041): Form ADV filing data as of October 2026.