JLJ Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 136091
- Website
- www.jljcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals52.28%
- HNWI47.72%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JLJ Capital Management, LLC is a small, privately held advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm charges a mix of percentage-of-assets and hourly fees and does not position itself as an ESG-focused manager. Its business model centers on customized advisory relationships rather than institutional or pension consulting work. The adviser operates as an individual-owner LLC and is not registered as a multi-state or related adviser. Its stated advisory activity is portfolio management, and the client base is concentrated among individuals and families rather than corporate or institutional investors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds5%
- State & Local Bonds3%
Contacts
1 of 1Jamie Johnson
PresidentCRD 2444670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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