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A. J. PERRY & CO.
Legal name: A. J. PERRY & COMPANY, INC.
CRD 107041File 801-134868
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$108.8M
Bottom 25% of cohort (national)
Discretionary AUM
$105.3M
Non-discretionary $3.5M
Clients
97
97 accounts
Employees
2
Bottom 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 8, 2026
- Principal office
- 408 ALLEGHENY AVENUE, 2ND FLOOR, TOWSON, MD, 21204
- Phone
- 410-539-1144
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $108.8M
- Discretionary AUM
- $105.3M
- Non-discretionary AUM
- $3.5M
- Discretionary accounts
- 91
- Non-discretionary accounts
- 6
- Total accounts
- 97
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $915K |
| High net worth individuals | 38 | $89.9M |
| Pension and profit sharing plans | Fewer than 5 | $3.5M |
| Individuals (other than high net worth individuals) | 57 | $14.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.