KJ Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 147495
- Registered since
- September 29, 2016
- Website
- kjcapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI90.75%
- Individuals9.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
KJ Capital Management LLC is a privately held registered investment adviser formed in 2016 that serves individual and family clients. The firm operates as a limited liability company under individual ownership and charges clients primarily on a percentage-of-assets basis, with some other fee arrangements in place. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. Investment posture centers on equities as the primary allocation—exchange-traded securities are the dominant holding type—while fixed income and selected alternative strategies are used to complement equity exposure. The firm does not report itself as an active ESG investor. Given its client base and advisory activities, the firm blends investment management with consulting work for plan sponsors and institutional accounts alongside high-net-worth family relationships.
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 Equities70%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents7%
- US Government Bonds4%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Kathy O'connor
Principal and Senior Portfolio ManagerCRD 5203723
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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