# AJP Financial Services, LLC

> AJP Financial Services, LLC is a state-registered investment advisory firm in Wilmington, DE, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 290623
- Filed as: AJP FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290623
- AdvisorCensus page: https://advisorcensus.com/firm/ajp-financial-services-llc-wilmington-de-290623

## Quick answers

**How is AJP Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), AJP Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is AJP Financial Services, LLC located?**
AJP Financial Services, LLC's principal office is in Wilmington, DE, according to its Form ADV.

**Is AJP Financial Services, LLC registered with the SEC or a state?**
AJP Financial Services, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290623.

**How much does AJP Financial Services, LLC manage?**
AJP Financial Services, LLC reports $25,856,541 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (98% discretionary).

**What types of clients does AJP Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (6).

**Does AJP Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290623

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,856,541
- Discretionary: $25,226,667
- Non-discretionary: $629,874

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,125,552 |
| High net worth individuals | 14 | $23,101,115 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $629,874 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AJP Financial Services, LLC (CRD 290623): Form ADV filing data as of October 2026.