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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aljian Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Aljian Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aljian Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aljian Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aljian Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aljian Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aljian Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Aljian Capital Management registered with the SEC?","answer":"Yes, Aljian Capital Management has been registered with the SEC as an investment adviser since 6 September 2013. 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