MJC Advisors, LLC

Overview

MJC Advisors, LLC is an independent RIA that manages discretionary portfolios for individuals and families, with a focus on equity-led allocations. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients on a percentage-of-assets basis. Since registering with the SEC in 2020, the firm has shown a clear preference for exchange-traded equities as the primary building block of client portfolios, using mutual funds and third-party alternative managers to supplement core equity exposure when appropriate. The adviser is not positioned as a multi-state ESG investor or a pension consultant, and it operates under individual ownership. Investment activity is concentrated and managed on a discretionary basis, suggesting a hands-on approach to rebalancing and tactical shifts within clients’ equity sleeves. Given the asset mix and client base, MJC Advisors appears to tailor strategies toward high-net-worth households that seek centralized portfolio management and financial planning rather than institutional consulting or broad capital allocation into proprietary private vehicles.

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Location & Offices