Social Justice Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 333569
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Social Justice Capital LLC is a small, independent registered investment adviser focused on serving individual and family clients with fee-based wealth management and financial planning. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its business model blends discretionary portfolio management with occasional non-discretionary relationships and hourly or fixed-fee engagements, reflecting a flexible approach to client billing. Investment emphasis tilts toward publicly traded equities, with exchange-traded instruments forming the bulk of deployed capital. The firm appears to favor direct equity exposure for core portfolios while supplementing those allocations with pooled vehicles where appropriate. Social Justice Capital LLC does not position itself as a multi-state or pension consultant, and it is not categorized as a capital allocator; its client base and service set align with hands-on wealth advice for private clients rather than institutional management.
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 Equities80%
- Public Funds/Mutual Funds18%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
James Mohamdein
Investment Advisor RepresentativeCRD 7404561
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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