A. J. Perry & Company provides portfolio management for individuals and small businesses.
A. J. Perry & Company reports 97 clients. They include 57 individual clients, 38 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 96.8% ($105M across 91 accounts) are managed with discretion; $3.5M across 6 accounts are not. It advised 97 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 13% |
| High-net-worth individuals | 39% | 83% |
| Pension and profit-sharing plans | 1% | 3% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $14.4M | 13.3% | $253K |
| High-net-worth individuals | 38 | $89.9M | 82.6% | $2.37M |
| Pension and profit-sharing plans | Fewer than 5 | $3.53M | 3.2% | $3.53M |
| Corporations and other businesses | Fewer than 5 | $915K | 0.8% | $915K |
| Total | 97 | $109M | 100% | — |
- Clients
- 57
- Regulatory AUM
- $14.4M
- AUM share
- 13.3%
- Avg. per client
- $253K
- Clients
- 38
- Regulatory AUM
- $89.9M
- AUM share
- 82.6%
- Avg. per client
- $2.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.53M
- AUM share
- 3.2%
- Avg. per client
- $3.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $915K
- AUM share
- 0.8%
- Avg. per client
- $915K
Total
- Clients
- 97
- Regulatory AUM
- $109M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 97
- Private funds advised
- 0
A. J. Perry & Company charges 0.25%–1.00% a year for its Advisory services. Each asset band is charged at its own rate. The fee is billed in advance and is not negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.00% |
| $250K–$1M | 0.50% |
| $1M and above | 0.25% |
Fee details and sources
Paul Nastasi owns 75% or more of A. J. Perry & Company. The leadership team of A. J. Perry & Company includes President Paul Nastasi. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of A. J. Perry & Company, Inc.
Paul Nastasi
Control person · since October 2012
Besides its headquarters, A. J. Perry & Company has 0 offices, with 1 listed address in 1 state.
Maryland · 1 listed address
- 408 Allegheny Avenue, 2nd Floor, TowsonHQ
Contact and registration details
- Legal name
- A. J. Perry & Company, Inc.
- Headquarters
- 408 Allegheny Avenue, 2nd Floor, Towson, MD 21204
- Website
- Not reported
- Phone
- 410-539-1144
- SEC file
- 801-134868
- Structure
- Maryland corporation
- Fiscal year end
- December
A. J. Perry & Company has custody of $205K for 44 clients.
What the accounts hold
- Other100%
- Mutual funds100%
How many clients does A. J. Perry & Company have?
A. J. Perry & Company has 97 clients and manages $109 million for them, as of February 2026. They include 57 individual clients, 38 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does A. J. Perry & Company offer?
A. J. Perry & Company provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does A. J. Perry & Company charge?
A. J. Perry & Company charges 0.25%–1.00% a year for its Advisory services. Each asset band is charged at its own rate. The fee is billed in advance and is not negotiable.
Source: A.J. PERRY AND COMPANY, INC., filed 18 February 2026
How many financial advisors does A. J. Perry & Company have?
A. J. Perry & Company has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does A. J. Perry & Company invest in?
At the end of its last fiscal year, A. J. Perry & Company’s separately managed accounts held 100% other. The 100% other category is described as: Mutual Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns A. J. Perry & Company?
A. J. Perry & Company’s direct owner is Paul Nastasi (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does A. J. Perry & Company get paid?
A. J. Perry & Company is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact A. J. Perry & Company?
A. J. Perry & Company’s main office is at 408 Allegheny Avenue, 2nd Floor, Towson, MD 21204. Its phone number is 410-539-1144.