Aljian Capital Management

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Client assets under management

$612,023,285

Clients

428

36% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

143

Very High

Average account size

$1,429,961

About

Aljian Capital Management advises individual and high‑net‑worth clients as well as pension and corporate plan sponsors, providing Comprehensive Portfolio Management and Pension Consulting services. In pension engagements the firm acknowledges it may act as a fiduciary under Section 3(21) of ERISA for the services described in its pension consulting agreement.

The firm combines fundamental and technical analysis (including charting and cyclical analysis) and uses a range of strategies from long‑term holdings to short‑term trading and rebalancing. It also employs option writing, short sales and margin transactions, and discloses the use of derivatives and borrowing in separately managed accounts — practices that are relatively uncommon among peer team firms.

Aljian is wholly owned by the Aljian Family Revocable Trust and manages more than $600 million in client assets while offering individualized investment advice and permitting reasonable client‑imposed investment restrictions. The firm recommends Schwab custody, conducts at least semi‑annual account reviews, and maintains a written Code of Ethics and pre‑clearance procedures for personal trading.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $500,000: 1.250% $500,001 - $1,000,000: 1.000% $1,000,001 - $2,500,000: 0.875% $2,500,001 - $10,000,000: 0.750% $10,000,001+: 0.625%

Main office location

Aljian Capital Management

600 E William Street, Ste. 208

Carson City NV 89701, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Louisiana · Michigan · Nebraska · Nevada · Ohio · Oregon · Tennessee · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 707-230-2158

Advisors at this firm

James A

Series 63, Series 65

Carson City, NV

Aljian Capital Management

James Aljian is a financial advisor at Aljian Capital Management in Carson City, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aljian Capital Management since 2013. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, retirement plans, and business entities. The firm manages approximately $576 million in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and borrowing in separately managed accounts.

Active portfolio management Options & derivatives strategies

Mansoor K

Series 63, Series 65

Carson City, NV

Aljian Capital Management

Mansoor Kisat is a financial advisor at Aljian Capital Management with 40 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 35 years and at M.S. Howells & Co. for two years. Kisat holds Series 63 and Series 65 credentials. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, employer-sponsored retirement plans, and business entities. The firm manages approximately $576 million in assets and utilizes a combination of fundamental, technical, and cyclical analysis, incorporating various investment instruments including ETFs, mutual funds, stocks, bonds, and derivatives.

Active portfolio management Options & derivatives strategies

Jessica M

Series 63, Series 66

Carson City, NV

Aljian Capital Management

Jessica Markarian is a financial advisor at Aljian Capital Management in Carson City, NV, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Aljian Capital Management since 2013, working as part of a three-advisor team. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, employer-sponsored retirement plans, and business entities. The firm manages approximately $576 million in assets and employs a combination of fundamental, technical, and cyclical analysis, utilizing a variety of investment instruments including ETFs, mutual funds, stocks, bonds, and derivatives.

Active portfolio management Options & derivatives strategies

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