SJC Capital Advisors LLC

Overview

SJC Capital Advisors LLC is a small, owner-operated wealth manager that focuses on fee-based portfolio management for individuals and small businesses. The firm reports a preference for publicly traded equities and uses managed account structures to implement client portfolios. Advisory activities include discretionary portfolio management and listed pension consulting services, with clients billed on a percentage-of-AUM basis. The adviser does not identify itself as an active ESG investor and is not positioned as a multi-state or large institutional allocator. Portfolio construction appears equity-centric: the firm’s largest exposure is to exchange-traded equities and ETFs, which suggests a tilt toward liquid, listed instruments for market exposure, tax management and trading flexibility. Given the client mix and asset scale, strategies are likely implemented through separately managed accounts and mutual fund sleeves rather than large, bespoke private-market programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices