{
  "crd_number": 167381,
  "slug": "aljian-capital-management-carson-city-nv-167381",
  "primary_business_name": "ALJIAN CAPITAL MANAGEMENT",
  "legal_name": "ALJIAN CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "SILVER STATE MANAGEMENT"
  ],
  "city": "Carson City",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "16180",
  "metro": {
    "cbsa_code": "16180",
    "common_name": "Carson City",
    "msa_name": "Carson City, NV",
    "path": "/advisors/nv/carson-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-09-06",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 627797250.0,
  "raum_discretionary": 590604482.0,
  "raum_non_discretionary": 37192768.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 92405532.0,
      "count": 274
    },
    "pension_profit_sharing": {
      "raum": 12308967.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 519617753.0,
      "count": 154
    },
    "corporations_other_businesses": {
      "raum": 3464998.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "MI",
    "NE",
    "NV",
    "OH",
    "OR",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://aljiancapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167381",
  "city_as_filed": "CARSON CITY",
  "url": "https://advisorcensus.com/firm/aljian-capital-management-carson-city-nv-167381",
  "display_name": "Aljian Capital Management",
  "summary": "Aljian Capital Management is an SEC-registered investment advisory firm in Carson City, NV, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Aljian Capital Management (CRD 167381): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Aljian Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aljian Capital Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Aljian Capital Management located?",
      "a": "Aljian Capital Management's principal office is in Carson City, NV, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Aljian Capital Management registered with the SEC or a state?",
      "a": "Aljian Capital Management is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167381."
    },
    {
      "q": "How much does Aljian Capital Management manage?",
      "a": "Aljian Capital Management reports $627,797,250 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (94% discretionary)."
    },
    {
      "q": "How have Aljian Capital Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Aljian Capital Management: Regulatory assets under management: $340,850,481 in the October 2021 data and $627,797,250 in the October 2026 data, up 84%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aljian Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (274); high net worth individuals (154); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Which custodians does Aljian Capital Management use?",
      "a": "Aljian Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aljian Capital Management report any disciplinary disclosures?",
      "a": "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/167381"
    },
    {
      "q": "Does Aljian Capital Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 says: \"We do not impose any account minimums or restrictions to do business with our firm.\""
    },
    {
      "q": "What changed in Aljian Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 340850481.0,
      "total_employees": 3,
      "filing_date": "2021-03-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 426431517.0,
      "total_employees": 3,
      "filing_date": "2022-04-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 331853569.0,
      "total_employees": 3,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 446410111.0,
      "total_employees": 3,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 575811284.0,
      "total_employees": 3,
      "filing_date": "2025-05-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 627797250.0,
      "total_employees": 3,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not impose any account minimums or restrictions to do business with our firm."
        ]
      }
    ],
    "quotes": [
      "We do not impose any account minimums or restrictions to do business with our firm."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/aljian-capital-management-carson-city-nv-167381.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 274,
      "fewer_than_5": false,
      "raum": 92405532.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 154,
      "fewer_than_5": false,
      "raum": 519617753.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 12308967.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 3464998.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167381",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}