JLJ Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 136091
- Website
- www.jljcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Jlj Capital Management, LLC is an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of services including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. As a capital allocator, Jlj Capital Management focuses on optimizing investment strategies to meet the unique needs of its clientele. The firm does not engage in active ESG investing and operates without multi-state advisory capabilities.
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
Similar firms
Anovest Investment Advisors
RIAMarietta, GA
Midwest Financial Strategies
RIAWatertown, SD
CBL Wealth Management
RIAApple Valley, CA
Archer Row Advisory
RIAElevated Asset Management LLC
RIAJackson, WY
Portfolio Logix, LLC
RIAMissoula, MT