AJ Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AJ Advisors serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management, retirement‑plan advisory (including trustee‑directed and participant‑directed services), and stand‑alone financial planning and consulting when requested.
The firm operates two management approaches: a Strategic program using proprietary asset‑allocation models that separate portfolios into “core” (lower‑volatility) and “growth” (index/ETF and equity) sleeves, and a Traditional program that emphasizes individual bonds, qualified plan allocations and 529 account management. Portfolios are monitored on an ongoing basis, may include cash and cash‑equivalents as a deliberate defensive allocation (which are counted in assets under management), and the firm may select individual securities or recommend private investments to qualified clients.
Several features in the brochure are less common for a firm of this size and advisor count: AJ Advisors reached roughly $394 million in AUM despite being founded in 2022 and operating with a three‑advisor team, and it accepts ERISA fiduciary roles (including 3(21)/3(38) manager responsibilities) for workplace plans while offering participant education. The brochure also discloses a trade‑error policy that reimburses client losses and donates net gains to charity, that certain representatives are licensed to sell commission‑based insurance products, and that access to held‑away retirement accounts creates custody and reporting considerations.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.75% $1,500,001+: 0.50%
$300 per hour for stand-alone financial planning and consulting services
Fee-only: Fixed fees generally range from $500 to $5,000 for stand-alone financial planning and consulting services
Main office
2726 Larmon Drive
Nashville TN 37204
Advisors at this office
3
Most active in
Florida · Georgia · Indiana · New Hampshire · North Carolina · Tennessee · Texas · Virginia
Also doing business as
Aj Advisors · Aj Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
George Q
CFP®, Series 66
Nashville, TN
AJ Advisors
George Quinn is a CFP® with 15 years of industry experience, currently serving as an advisor at AJ Advisors since 2022. Prior to this, he spent 12 years at Quinn Stauffer Financial, LLC. He is also involved in part-time, commission-based life and health insurance sales outside of his advisory role. AJ Advisors is an SEC-registered investment adviser managing approximately $303 million for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, employing strategic asset-allocation and traditional investment programs, and provides retirement plan consulting and fiduciary services.
John S
CFP®, Series 63, Series 65
Nashville, TN
AJ Advisors
John Stauffer is a financial advisor at AJ Advisors with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining AJ Advisors in 2022, he worked at Quinn Stauffer Financial, LLC for 13 years. He is also involved in part-time, commission-based life and health insurance sales outside of his advisory role. AJ Advisors is an SEC-registered investment adviser managing approximately $303 million across nearly 400 client relationships, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing strategic asset allocation and traditional management approaches with mutual funds, ETFs, and selected individual securities.
Elijah C
Series 66
Nashville, TN
AJ Advisors
Elijah Culley is a financial advisor with AJ Advisors in Nashville, TN, holding a Series 66 designation and one year of industry experience. Before joining AJ Advisors, he worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has been involved with St. George's Episcopal Church since 2024. AJ Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both Strategic and Traditional investment management approaches, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory and financial planning services.
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