JLJ Capital Management, LLC

RIAState Registered
Total AUM
$43.1M
Discretionary
$41.6M
97% of AUM
Avg account
$440K
Accounts
98
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
136091
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals52.28%
  • HNWI47.72%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 15%, Investment Grade Corp Bonds 5%, State & Local Bonds 3%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents15%
  • Investment Grade Corp Bonds5%
  • State & Local Bonds3%

Contacts

1 of 1
  • Jamie Johnson

    PresidentCRD 2444670

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth