Atlanta, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ajax Capital Advisors, Inc.
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About
Ajax Capital Advisors is a small, team-based investment adviser that provides financial planning and portfolio management primarily for individual clients, including high-net-worth individuals, and also accepts insurance company clients. The firm offers written financial plans and ongoing discretionary portfolio management and acknowledges fiduciary status where applicable.
Ajax builds individualized Investment Objective and Policy Statements and implements portfolios largely through ETFs, mutual funds, individual equities and fixed‑income instruments, using both fundamental and technical analysis and a mix of long‑ and short‑term strategies. Investment decisions are made by a firm Investment Strategy Committee and the founder developed a proprietary algorithm that the firm cites as part of its investment process.
Distinctive features include leadership involvement in other regulated professional practices — one principal actively provides legal and dispute‑resolution services — and several supervised persons who also operate tax, CPA or insurance businesses and hold insurance producer licenses. The firm also discloses the use of promoter/referral arrangements (with referral fees) and the sale of commissionable insurance products, and it serves insurance company clients, all of which are less common among peer team firms.
Based on Ajax Capital Advisors, Inc.
Expertise
Based on Ajax Capital Advisors, Inc.
Location
1 Concourse Parkway NE
Atlanta GA 30328
Advisors at this office
3
Advisors at this office
Alicyn M
Series 65
Atlanta, GA
Ajax Capital Advisors, Inc.
Alicyn Mcleod is a financial advisor at Ajax Capital Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has prior experience at Finlogic LLC and Atlanta Tax LLC, where she owns and operates a tax preparation and advisory firm. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm uses customized strategies involving ETFs, mutual funds, bonds, and equities, guided by an individualized Investment Objective and Policy Statement and a proprietary algorithm for security selection.
Aaron A
Series 65
Atlanta, GA
Ajax Capital Advisors, Inc.
Aaron Aberson is a Series 65 licensed financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 16 years of industry experience. Since 2010, he has been with Ajax Capital Advisors and also works as an independent contractor attorney specializing in family law and civil litigation. Ajax Capital Advisors is a small, team-based investment adviser serving primarily individual and high-net-worth clients, as well as insurance companies. The firm provides financial planning and discretionary portfolio management, using a combination of fundamental and technical analysis alongside a proprietary algorithm developed by the founder.
Nathan A
CFP®, Series 65
Atlanta, GA
Ajax Capital Advisors, Inc.
Nathan Aberson is a CFP® with 16 years of industry experience, serving as an advisor at Ajax Capital Advisors, Inc. since 2009. He is also the CEO of Aberson Consulting, Inc., a company engaged in online sales of consumer products. Additionally, he holds a real estate salesperson license in Georgia, which he uses occasionally to assist family and friends with real estate transactions. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.
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