ALJIAN CAPITAL MANAGEMENT, LLC

The advisory firm manages assets on both a discretionary and non-discretionary basis, catering to individuals, high net worth individuals, pension & profit sharing plans, corporations, and other business types. As of December 31, 2024, the firm manages $548,310,213 in discretionary assets and $27,501,071 in non-discretionary assets. They invest client cash balances in money market funds, FDIC Insured Certificates of Deposit, high-grade commercial paper and/or government backed debt instruments, aiming for the highest return through relatively low-risk investments. The firm does not impose account minimums or restrictions. The firm's primary advisory service is Comprehensive Portfolio Management, for which fees are charged quarterly in advance based on a percentage of assets under management. The annual percentage charged decreases as the assets under management increase, ranging from 1.250% for assets up to $500,000 to 0.625% for assets over $10,000,000. Clients can terminate services with a written notice and receive a pro-rata refund of unearned advisory fees. The firm does not charge performance fees or participate in wrap fee programs, and representatives do not sell securities for a commission in advisory accounts.

The investment strategies include long-term purchases, where securities are held for at least a year, and short-term purchases, where securities are sold within a year. A risk in a long-term purchase strategy is that by holding the security for this length of time, we may not take advantages of short-term gains that could be profitable to a client. Moreover, if our predictions are incorrect, a security may decline sharply in value before we make the decision to sell. The goal of short-term purchases is to capitalize on anticipated price swings.

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