Aljian Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and insurance.
Aljian Capital Management reports 436 clients. They include 274 individual clients, 154 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 94.1% ($591M across 944 accounts) are managed with discretion; $37.2M across 105 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 15% |
| High-net-worth individuals | 35% | 83% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Corporations and other businesses | 2% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 274 | $92.4M | 14.7% | $337K |
| High-net-worth individuals | 154 | $520M | 82.8% | $3.37M |
| Pension and profit-sharing plans | Fewer than 5 | $12.3M | 2.0% | — |
| Corporations and other businesses | 8 | $3.46M | 0.6% | $433K |
| Total | 436 | $628M | 100% | — |
- Clients
- 274
- Regulatory AUM
- $92.4M
- AUM share
- 14.7%
- Avg. per client
- $337K
- Clients
- 154
- Regulatory AUM
- $520M
- AUM share
- 82.8%
- Avg. per client
- $3.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.3M
- AUM share
- 2.0%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $3.46M
- AUM share
- 0.6%
- Avg. per client
- $433K
Total
- Clients
- 436
- Regulatory AUM
- $628M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Aljian Capital Management charges 0.625%–1.25% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting
- Pension consulting fees are agreed case by case in the signed agreement; fees based on a percentage of managed plan assets will not exceed 1.25%.
Aljian Family Revocable Trust owns 75% or more of Aljian Capital Management and is in turn owned by Denise Aljian (50–75%). The leadership team of Aljian Capital Management includes Chief Compliance Officer Jessica Markarian. It has 3 employees.
Leadership
- Jessica MarkarianChief Compliance Officer
- Denise AljianTrustee
- James AljianTrustee
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Aljian Capital Management, LLC
Aljian Family Revocable Trust
Control person · since August 2014
- Owns 50% to 75% of Aljian Family Revocable Trust
Denise Aljian
Control person · since April 2006
Aljian Capital Management’s regulatory assets grew 1.8× from $341M (March 2021) to $628M (March 2026); clients rose from 346 to 436 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $628M | 436 | 3 | 2 |
| May 2025 | $576M | 434 | 3 | 2 |
| March 2024 | $446M | 423 | 3 | 2 |
| March 2023 | $332M | 412 | 3 | 2 |
| April 2022 | $426M | 383 | 3 | 2 |
| March 2021 | $341M | 346 | 3 | 2 |
Besides its headquarters, Aljian Capital Management has 1 office, with 2 listed addresses in Nevada.
Nevada · 2 listed addresses
- 600 E William Street, Ste. 208, Carson CityHQ
- 2285 Corporate Circle, Henderson
Other business names
Aljian Capital Management has reported 1 other business name to the SEC.
- Silver State Management
Contact and registration details
- Legal name
- Aljian Capital Management, LLC
- Headquarters
- 600 E William Street, Ste. 208, Carson City, NV 89701
- Website
- aljiancapital.com
- Phone
- 707-230-2158
- SEC file
- 801-78416
- Founded
- 2013
- Structure
- Nevada LLC
- Fiscal year end
- December
Aljian Capital Management uses Charles Schwab ($622M) as custodian for its separately managed accounts. Aljian Capital Management has custody of $316M in client assets for 354 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $622M100%
At year end, Aljian Capital Management’s separately managed accounts were mostly in stocks (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $540M across 134 positions; the largest are Apple Inc. (15.0%), Alphabet Inc. (13.0%) and Costco Wholesale Corporation (9.5%).
What the accounts hold
- Stocks86%
- Funds3%
- Bonds9%
- U.S. government and agency bonds7%
- State and local bonds2%
- Cash2%
Reported 13F holdings
- $540M
- Reported 13F value
- 134
- Positions
- 68.4%
- In the 10 largest
- +10.9%
- Value vs. prior quarter
- Apple Inc.15.0%
- Alphabet Inc. · Cap Stk CL A13.0%
- Costco Wholesale Corporation9.5%
- Amazon Com Inc.9.3%
- Nvidia Corporation9.2%
- Alphabet Inc. · Cap Stk CL C5.5%
- Microsoft Corp.2.5%
- Broadcom Inc.1.8%
- Walmart Inc.1.3%
- Netflix Inc..1.3%
Together, the ten largest are 68.4% of reported value.
How many clients does Aljian Capital Management have?
Aljian Capital Management has 436 clients and manages $628 million for them, as of March 2026. They include 274 individual clients, 154 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Aljian Capital Management offer?
Aljian Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Aljian Capital Management charge?
Aljian Capital Management charges 0.625%–1.25% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 3 March 2026
Which custodians does Aljian Capital Management use?
Aljian Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $622M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Aljian Capital Management have?
Aljian Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aljian Capital Management invest in?
At the end of its last fiscal year, Aljian Capital Management’s separately managed accounts held 86% exchange-traded equities, 7% U.S. government and agency bonds, 3% registered funds (mutual funds, ETFs, BDCs), 2% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aljian Capital Management?
Aljian Capital Management is owned through a trust by Denise Aljian. Its direct owner is Aljian Family Revocable Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Aljian Capital Management get paid?
Aljian Capital Management 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
Is Aljian Capital Management registered with the SEC?
Yes, Aljian Capital Management has been registered with the SEC as an investment adviser since 6 September 2013. Its CRD number is 167381 and its SEC file number is 801-78416.
Source: Form ADV Part 1A, Item 1, filed 3 March 2026; IAPD firm record
How do I contact Aljian Capital Management?
Aljian Capital Management’s main office is at 600 E William Street, Ste. 208, Carson City, NV 89701. Its phone number is 707-230-2158. Its website is aljiancapital.com.