Aljian Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$612,023,285
Clients
428
Advisors
3
of 3 employees
About
Aljian Capital Management advises individual and high‑net‑worth clients as well as pension and corporate plan sponsors, providing Comprehensive Portfolio Management and Pension Consulting services. In pension engagements the firm acknowledges it may act as a fiduciary under Section 3(21) of ERISA for the services described in its pension consulting agreement.
The firm combines fundamental and technical analysis (including charting and cyclical analysis) and uses a range of strategies from long‑term holdings to short‑term trading and rebalancing. It also employs option writing, short sales and margin transactions, and discloses the use of derivatives and borrowing in separately managed accounts — practices that are relatively uncommon among peer team firms.
Aljian is wholly owned by the Aljian Family Revocable Trust and manages more than $600 million in client assets while offering individualized investment advice and permitting reasonable client‑imposed investment restrictions. The firm recommends Schwab custody, conducts at least semi‑annual account reviews, and maintains a written Code of Ethics and pre‑clearance procedures for personal trading.
Client services
Expertise
Fee options
$0 - $500,000: 1.250% $500,001 - $1,000,000: 1.000% $1,000,001 - $2,500,000: 0.875% $2,500,001 - $10,000,000: 0.750% $10,000,001+: 0.625%
Main office
600 E William Street, Ste. 208
Carson City NV 89701
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Louisiana · Michigan · Nebraska · Nevada · Ohio · Oregon · Tennessee · Texas · Washington
Also doing business as
Aljian Capital Management · Aljian Capital Management LLC · Aljian Capital Management, LLC · Ocean Capital Management LLC · Silver State Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
James A
Series 63, Series 65
Carson City, NV
Aljian Capital Management
James Aljian is a financial advisor at Aljian Capital Management in Carson City, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aljian Capital Management since 2013. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, retirement plans, and business entities. The firm manages approximately $576 million in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and borrowing in separately managed accounts.
Mansoor K
Series 63, Series 65
Carson City, NV
Aljian Capital Management
Mansoor Kisat is a financial advisor with Aljian Capital Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Morgan Stanley Smith Barney, where he worked for 35 years, and M.S. Howells & Co. He is based in Carson City, NV. Aljian Capital Management provides portfolio management and pension consulting services to individual and high-net-worth clients, as well as pension and corporate plan sponsors. The firm utilizes a combination of fundamental and technical analysis and implements a variety of investment strategies, including option writing and short sales, which are less common among similar advisory teams.
Jessica M
Series 63, Series 66
Carson City, NV
Aljian Capital Management
Jessica Markarian is a financial advisor at Aljian Capital Management in Carson City, NV, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Aljian Capital Management since 2013, working as part of a three-advisor team. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, employer-sponsored retirement plans, and business entities. The firm manages approximately $576 million in assets and employs a combination of fundamental, technical, and cyclical analysis, utilizing a variety of investment instruments including ETFs, mutual funds, stocks, bonds, and derivatives.
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